The scenario is:
External user comes to a web page, starts a chat conversation, an agent start conversation but at the end depending on user feedback they can create a case or a sales order.
Answer
Do you know somebody that has integrated any chat tool with Acumatica like chatwoot, whatsapp, etc?
Best answer by harutyungevorgyan
Hello
Thank you for the interesting question!
This scenario is definitely doable and doesn’t have to be too complex. The key is being able to capture the event when the client provides their feedback at the end of the chat.
Suppose the web page is under your control. In that case, it becomes much easier—you can implement custom logic to send an HTTP request via Acumatica's REST API right after feedback is submitted. Based on the feedback, you can then automate the creation of either a case or a sales order in Acumatica.
If it’s a third-party website or chat platform, you typically have two options:
- Webhook/HTTP Trigger Support: If they support sending HTTP requests after receiving feedback, you can configure it to call an endpoint on your side that interacts with Acumatica accordingly, or just send an HTTP request directly to Acumatica.
- API Access to Feedback Data: If they store the feedback in your account and offer an API, you can periodically retrieve that data from their system and, based on the feedback received, create the necessary records in Acumatica.
Either way, integrating it with Acumatica is very feasible as long as you can access the feedback data or the event itself.
We have developed a chat function inside of Acumatica. If you are interested please reach out.
Hello Gary,
Thanks for reaching out — it sounds interesting.
I’ll keep your solution in mind and may contact you regarding other prospects or customers who could benefit from this add-on. In the meantime, I’m still looking for someone with experience integrating external chat tools with Acumatica.
Appreciate the connection and I’ll be in touch if there's a fit.
We have developed a chat function inside of Acumatica. If you are interested please reach out.
+2Hello
Thank you for the interesting question!
This scenario is definitely doable and doesn’t have to be too complex. The key is being able to capture the event when the client provides their feedback at the end of the chat.
Suppose the web page is under your control. In that case, it becomes much easier—you can implement custom logic to send an HTTP request via Acumatica's REST API right after feedback is submitted. Based on the feedback, you can then automate the creation of either a case or a sales order in Acumatica.
If it’s a third-party website or chat platform, you typically have two options:
- Webhook/HTTP Trigger Support: If they support sending HTTP requests after receiving feedback, you can configure it to call an endpoint on your side that interacts with Acumatica accordingly, or just send an HTTP request directly to Acumatica.
- API Access to Feedback Data: If they store the feedback in your account and offer an API, you can periodically retrieve that data from their system and, based on the feedback received, create the necessary records in Acumatica.
Either way, integrating it with Acumatica is very feasible as long as you can access the feedback data or the event itself.
🛠 Senior Software Engineer at AcuPower LTD | ⛓️💥➡️linkedin.com/in/har-gevorgyan | ⛓️💥➡️https://www.nuget.org/packages/AcuSharp
Hello
Thank you for the interesting question!
This scenario is definitely doable and doesn’t have to be too complex. The key is being able to capture the event when the client provides their feedback at the end of the chat.
Suppose the web page is under your control. In that case, it becomes much easier—you can implement custom logic to send an HTTP request via Acumatica's REST API right after feedback is submitted. Based on the feedback, you can then automate the creation of either a case or a sales order in Acumatica.
If it’s a third-party website or chat platform, you typically have two options:
- Webhook/HTTP Trigger Support: If they support sending HTTP requests after receiving feedback, you can configure it to call an endpoint on your side that interacts with Acumatica accordingly, or just send an HTTP request directly to Acumatica.
- API Access to Feedback Data: If they store the feedback in your account and offer an API, you can periodically retrieve that data from their system and, based on the feedback received, create the necessary records in Acumatica.
Either way, integrating it with Acumatica is very feasible as long as you can access the feedback data or the event itself.
Hello @harutyungevorgyan,
Thanks so much for your helpful response!
At ClandBus, we’ve done similar integrations using Acumatica’s REST API, so we’re comfortable building something like this. We were just hoping that—since it’s a fairly common scenario—maybe someone had already built a connector or shared an example we could leverage.
If not, no problem—we’ll go ahead and tailor the integration based on the platform’s capabilities, as you suggested.
Appreciate your time and insights!
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