Actionist·Chatrace
Chatrace

Chatrace

· #434 most-used

Automate chatbot engagement across every messaging channel

CRMMarketingCommunicationSocialSupportAutomationLead Generation

Chatrace is an omnichannel chatbot platform that automates sales, marketing, and customer support across Facebook Messenger, WhatsApp, Instagram, Telegram, TikTok, Viber, SMS, Voice, and WebChat. It is an official Meta Business Partner and WhatsApp Business API provider. Connect it to Actionist and your agents can create and update subscribers, send flows and broadcasts to targeted segments, manage tags and custom fields, and process opt-outs and erasure requests — all without anyone logging into the Chatrace dashboard.

Try Chatrace with ActionistVisit Chatrace
Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of creating Chatrace subscribers from CRM data, sending flows and broadcasts by hand, maintaining tag hygiene, and processing opt-out and erasure requests individually.

Schedule

What your Chatrace agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Chatrace × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~13 hrsSaved / week
5Personas served
For sales
Featured3 apps

New CRM lead enrolled in chatbot nurture within a minute

When a new contact is created in HubSpot, the agent checks Chatrace for an existing subscriber record, creates one if missing, and immediately triggers the 'New Lead Welcome' flow — delivering the first chatbot message on WhatsApp or Messenger within about a minute. The lead entry is logged to a Google Sheet so the sales team has a full inbound record.

~4 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new contact is created in HubSpot
Trigger
Step 1
HubSpot
New contact created in HubSpot CRM
read
Step 2
Chatrace
Find Subscriber to check if contact already exists
write
Step 3
Chatrace
Create Subscriber with name, phone, and lead-source tag
write
Step 4
Chatrace
Send Flow to Subscriber — 'New Lead Welcome' sequence
write
Step 5
Google Sheets
Log new subscriber creation with timestamp to lead tracker
Result
Create Subscriber with name, phone, and lead-source tagSend Flow to Subscriber — 'New Lead Welcome' sequenceLog new subscriber creation with timestamp to lead tracker
The win
Saved per run
8 min
Runs / week
~30×
Every inbound lead starts a chatbot conversation before the first human call
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    25 min / week
    Manual Chatrace subscriber entry per lead

    Sales reps copy contact details from the CRM into Chatrace manually, apply tags, and trigger flows one by one — 5 minutes per lead and frequently skipped when volume is high.

    Sales Agent
    0 min
    Agent creates subscriber and starts flow within a minute

    When a new HubSpot contact is created, the agent creates a Chatrace subscriber, applies the lead-source tag, and sends the nurture flow — the prospect receives a chatbot message before the first sales call.

  • Marketing
    60 min / week
    Manual Chatrace broadcast setup and send

    The marketing team logs into Chatrace, selects the segment, verifies the list, schedules the broadcast, and checks delivery manually — 20 minutes per campaign send.

    Marketing Agent
    0 min
    Agent dispatches segmented broadcast from a sheet row

    When a broadcast row is added to the campaign schedule, the agent verifies the segment, sends the broadcast, and logs delivery confirmation — no one needs to open Chatrace.

  • Customer Support
    30 min / week
    Manual post-resolution CSAT outreach

    Support agents manually identify resolved tickets, look up the customer in Chatrace, and send the CSAT flow individually — adding 3-5 minutes to every resolved ticket and frequently skipped during busy periods.

    Customer Support Agent
    0 min
    Agent sends CSAT flow on ticket resolution automatically

    When a ticket resolves, the agent finds the subscriber and sends the CSAT flow in about a minute — every resolved ticket gets consistent feedback collection on the customer's channel.

  • Human Resources
    15 min / week
    Manual new hire Chatrace onboarding setup

    HR manually enters each new hire into Chatrace, sets custom fields for start date and department, and triggers the onboarding flow — taking 15 minutes per hire and requiring access to both the HRIS and Chatrace simultaneously.

    Human Resources Agent
    0 min
    Agent enrolls new hire in onboarding flow before day one

    When a new hire is added to the tracker, the agent creates the Chatrace subscriber and sends the onboarding flow automatically — the new employee receives their first message before arriving on their start date.

  • Finance
    30 min / week
    Manual overdue invoice reminder outreach

    Finance manually identifies overdue accounts from the billing system, finds each customer in Chatrace, and sends a reminder — 10 minutes per customer and often delayed until the account is significantly overdue.

    Finance Agent
    0 min
    Agent sends payment reminders on the customer's channel

    When an invoice is overdue, the agent sends the Chatrace payment reminder flow to the customer on WhatsApp or Messenger and logs the send — no one needs to manually identify and contact overdue accounts.

  • Operations
    60 min / week
    Manual Chatrace subscriber list maintenance

    Ops manually audits the Chatrace tag taxonomy, removes deprecated tags one by one, identifies duplicates by eye, and updates the ops spreadsheet — a task that takes over an hour and is often deferred until a campaign error forces it.

    Operations Agent
    0 min
    Agent runs tag hygiene and list health checks on schedule

    Every week the agent audits the Chatrace subscriber list, removes deprecated tags, flags duplicates, and writes a health report to the operations dashboard — all without manual effort.

  • Legal
    20 min / week
    Manual GDPR erasure processing in Chatrace

    Legal staff manually log into Chatrace, search for the subscriber by email, unsubscribe them, delete the record, and update the compliance log — 20 minutes per request, with a high risk of missing a step under time pressure.

    Legal Agent
    0 min
    Agent processes erasure requests end-to-end with audit trail

    When a GDPR erasure request arrives, the agent finds the subscriber, unsubscribes, deletes the record, and logs every step to the compliance sheet — the DPO gets a Slack confirmation with the timestamp.

+ 100s of other Chatrace automations
Average time saved
24 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
13
Hours saved / year
625
Annual ROI
$46,875

Based on Chatrace's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug Chatrace into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Chatrace using a Bearer API key generated from your Chatrace account settings. The key gives the agent access to subscriber management, flow triggering, broadcasts, and tag operations.

1
Generate an API Key in Chatrace

Log into your Chatrace account and go to Settings. Find the API section and generate a new API key.

2
Copy the API key

Copy the API key. Treat it like a password — it authenticates all requests Actionist makes to your Chatrace account.

3
Paste into Actionist

Paste the key into the API Key field below and click Test connection. Actionist will run a read-only call to confirm access.

Credentials you'll need
API Key*
Chatrace Dashboard → Settings → API → Generate API Key
Actions

14 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
FAQs

Questions about Chatrace + Actionist

How does Actionist connect to Chatrace?
Go to the Apps tab, find Chatrace, and click Connect. The recommended path is an API key — log into your Chatrace account, go to Settings, generate an API key, and paste it into the field in Actionist. Actionist runs a test call to confirm the connection before any actions run. Chatrace uses Bearer token authentication for its REST API, so the key is sent as an Authorization header on every request.
What does my Chatrace account need for the integration to work?
You need a Chatrace account with API access enabled. On paid plans, API access is included. Generate an API key from Settings inside Chatrace — it acts as a Bearer token. The key inherits the permissions of the account that generated it, so if you want the agent to send broadcasts or modify contacts, make sure the account has those permissions in Chatrace.
Can I combine Chatrace with other apps in the same agent task?
Yes. Chatrace is most powerful when combined with your CRM, e-commerce platform, or lead capture tools. Common combinations: create a Chatrace contact when a new lead is captured in HubSpot or a form; send a flow to a contact when a purchase is completed in WooCommerce; tag a contact when a deal stage changes; look up a subscriber when a support ticket is opened. Any of Actionist's 200+ connected apps can feed data into Chatrace or receive data from it in the same agent task.
What are the most common things agents do with Chatrace?
The four patterns that come up most: (1) lead nurturing — when a new lead is captured anywhere, create a Chatrace subscriber and immediately send them an onboarding flow; (2) broadcast targeting — pull a filtered subscriber list before sending a channel broadcast so the message reaches the right segment; (3) contact enrichment — after a purchase or support interaction, update the subscriber's custom fields so future chatbot flows personalise correctly; (4) tag-based segmentation — add or remove tags on contacts based on CRM events so Chatrace flows branch on live data.
Which messaging channels does Chatrace support?
Chatrace supports Facebook Messenger, WhatsApp (via the official WhatsApp Business API), Instagram, Telegram, Viber, TikTok, SMS, Voice, and WebChat. When your agent sends a flow or message to a Chatrace contact, Chatrace delivers it on whichever channel that subscriber is connected to. You don't need to specify the channel in the Actionist action — Chatrace handles the routing.
Can I target specific contact segments when sending flows?
Chatrace lets you tag and apply custom fields to subscribers, so the agent can query contacts by tag or field value before sending a flow. For example: add the tag 'trial-expired' to a contact in Chatrace, then trigger a re-engagement flow only for that segment. Tags and custom fields are both readable and writable via the Actionist integration, giving you fine-grained control over which contacts receive which automation.
Are there messaging policy constraints I should know about?
Chatrace is a Meta Business Partner and connects to WhatsApp via the official WhatsApp Business API — meaning it operates within Meta's approved messaging policies. Broadcasts on WhatsApp are subject to WhatsApp's template-message rules (pre-approved templates for outbound messages to users who have not messaged in the last 24 hours). For Facebook Messenger and Instagram, Chatrace follows the respective platform's messaging policies. The Actionist agent operates within these same constraints — it does not bypass platform rules.
How does the Chatrace integration handle GDPR and data deletion?
Chatrace stores subscriber data on EU-based servers and is GDPR compliant. When Actionist reads or writes subscriber data via the Chatrace API, the data flows through Actionist's secure pipeline but is never stored outside your Actionist workspace. If you use the delete or unsubscribe actions, the subscriber is removed from Chatrace within about a minute of the action completing. For compliance workflows, pair the delete action with an audit log write to a Google Sheet so you retain a record of the deletion event.