Chatra + Document360 Integration

Integrate Chatra to Document360 in one click, or tell Integrately AI how you want each chat handled. Capture visitor conversations, search existing documentation, create new help articles, and keep your knowledge base updated automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatra
    Conversation is started in Chatra Instant
  • Chatra
    Message is received in Chatra Instant
  • Chatra
    Chat is finished in Chatra Instant
Arrow Right
2.
  • Document360
    Create document in Document360
  • Document360
    Search document in Document360
  • Document360
    Update document in Document360

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Ready WorkflowsReady Workflows   for Chatra + Document360 Integration

Capture visitor chats, create documentation, search articles, update knowledge bases, and sync customer queries, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Chatra + Document360 flow

Send visitor chat insights to your team channels, log documentation requests in tracking sheets, and trigger cross-platform follow-ups instantly. Pick a combination and activate it in one click.

Chatra
Document360
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SlackSlack (3)
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Jira Software CloudJira Software Cloud (2)
+
IntercomIntercom (2)
+
GmailGmail (2)
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Google SheetsGoogle Sheets (2)
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NotionNotion (2)
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D
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Create a Document360 document from every new Chatra conversation, and notify your support team instantly on Slack
New Chatra conversations instantly generate documentation in Document360 and notify your support channel on Slack, eliminating manual copy-pasting.
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D
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When a Chatra chat is finished, search Document360 for related articles and post the summary in Slack
Finished chats trigger a quick Document360 article search and share the findings on Slack so support agents stay informed.
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D
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When a Chatra message is received, update the matching Document360 document and alert your team on Slack
Incoming Chatra messages update existing Document360 documentation automatically while notifying your team in Slack.

Supported triggers and actions for Chatra and Document360

Mix and match to build the exact automation you need

Chatra
Chatra Triggers & Actions
Instant
Conversation is started in Chatra
Triggers the automation when a new conversation is initiated
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Instant
Message is received in Chatra
Triggers the automation when a new message is received
Try it →
Instant
Chat is finished in Chatra
Triggers the automation when a chat is marked as complete
Try it →
No action is available
Document360
Document360 Triggers & Actions
No trigger is available
Create document in Document360
Generates a new document
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Search document in Document360
Locates and retrieves document based on search criteria
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Update document in Document360
Updates a document
Try it →

What can you automate with Chatra + Document360?

Streamline your support documentation workflows by turning live visitor interactions into organized, searchable help articles instantly.

What you can automate?
💬
Turn every visitor chat into a structured document
Capture visitor conversations from Chatra and automatically generate corresponding help articles or support records in Document360 without manual transcription.
🔍
Search documentation automatically as chats conclude
Trigger automated searches in Document360 using keywords from finished Chatra conversations to quickly surface relevant help materials for your team.
🔔
Alert your support team the moment chats begin
Notify your team on Slack or via email whenever a new conversation starts in Chatra and links to a newly created Document360 record.
🔀
Route records based on submitted query types
Examine visitor messages in Chatra and perform different actions in Document360 depending on whether the query involves billing, bugs, or general product questions.
🔄
Keep existing help articles up to date
Update matching Document360 documents automatically when follow-up messages arrive in Chatra, ensuring your knowledge base reflects real-time customer discussions.
🛡️
Prevent duplicate records across your knowledge base
Search existing Document360 files before creating new documents to ensure your knowledge repository remains clean, organized, and free of clutter.
📋
Handle resolved chats with automated status actions
When a chat finishes in Chatra, log resolution notes, update Document360 documentation, and archive tracking items effortlessly.
🌐
Extend your workflow to team communication apps
Connect Chatra and Document360 with Slack to broadcast new article creations and keep your entire department informed in real time.
And much more...

Who is Chatra + Document360 integration for?

Support managers, documentation editors, customer success leads, and product teams eliminate manual data transfer and keep knowledge bases perfectly synchronised.

Customer support managers
Customer support managers
Support agents
Support agents
Client success leads
Client success leads
Operations teams
Operations teams
Content editors
Content editors
Product managers
Product managers
📈
Customer support managers
You report on visitor inquiries and knowledge base growth every week, but your metrics are always delayed because team members manually copy chat transcripts into your documentation system — integrating these apps means every new chat instantly populates Document360 and keeps your reporting accurate.
Support agents
You need to act fast when urgent customer questions arrive in live chat, but you waste valuable minutes searching through scattered folders for the right product guides — with this integration, customer queries trigger automated document creation and instant article lookups.
🤝
Client success leads
You answer to stakeholders who want visibility into recurring customer inquiries and knowledge base updates, but compiling status reports by hand leaves gaps in your timeline — automating both apps means your documentation records update automatically the moment a conversation concludes.
📊
Operations teams
The volume of daily visitor chats is too high for anyone to keep up by hand, leading to missed documentation updates and outdated help articles — automating both apps means every chat transcript is processed and filed instantly without manual oversight.
🎯
Content editors
You own the next step of updating help articles and depend on support staff to hand over customer feedback, but important insights are constantly lost in transit — integrating these apps means customer inquiries flow directly into Document360 to guide your writing priorities.
🗂️
Product managers
You need a reliable history of feature requests and customer pain points, but your manual logging habits leave persistent gaps in your product feedback archives — this integration means every visitor conversation is captured and structured in Document360 without exception.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Chatra + Document360

Build and manage your Chatra + Document360 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chatra + Document360 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatra to Document360?
Frequently Asked Questions
You can connect Chatra to Document360 in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It also connects with Slack, Google Sheets, Gmail, and 1,500+ other apps.
Can I automatically create Document360 articles from Chatra conversations?
Frequently Asked Questions
Can I connect Chatra, Document360, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatra and Document360?
Frequently Asked Questions
How does Chatra handle visitor messages in this integration?
Frequently Asked Questions
Can Document360 search and update articles from chat data?
Frequently Asked Questions
Do I need coding skills to automate Chatra and Document360?
Frequently Asked Questions
Is the Chatra and Document360 integration free?
Frequently Asked Questions
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