Chatwoot is an open-source customer engagement platform that provides live chat, email, and social media messaging in a unified inbox.
Paperform connects to Chatwoot directly through Stepper workflows.
Each submission can become a ticket or conversation in Chatwoot, with the details already filled in.
How Chatwoot connects to Paperform
Direct methods run inside your Paperform account. Zapier and Make are there too if your team already uses them.
Run a Stepper workflow when someone submits your form: 11 Chatwoot actions and 4 triggers, included in your Paperform account.
- Open Stepper from your Paperform account and create a workflow.
- Start it with the Paperform “New Submission” trigger and choose your form.
- Add a Chatwoot step, connect your account and map the submission’s answers to its fields.
Chatwoot actions in Stepper
- Send Message
- Send Private Note
- Create Contact
- Update Contact
- Create Conversation
- Toggle Conversation Status
- Assign Conversation
- Add Labels to Conversation
- Find Contact
- Find Conversation
- +1 more
Chatwoot events that can start a workflow
- New Conversation
- New Message
- Conversation Status Changed
- New or Updated Contact
What your form sends to Chatwoot
For example, with a Stepper workflow the “Send Message” action takes these fields. Map each one to a question
on your form, and every submission fills them in.
| Chatwoot field | Question on your form | Required |
|---|
| Conversation | Dropdown or choice | Yes |
| Message Content | Long answer | Yes |
| Private Note | Yes/No | No |
Start from a template
Pick a template, then connect it to Chatwoot. There are 30,000+ in the
templates directory.
Related
More customer support integrations · Customer feedback forms · Feedback templates
