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Chatwoot Integration

Open-source customer engagement platform for shared inboxes, live chat, and support workflows. Bring Chatwoot into AI assisted support workflows for faster triage and follow up. Start from Watch Events and let Get a Contact or Get a Conversation handle the next step automatically.
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Supported triggers and actions for Chatwoot integration

Triggers can detect changes in Chatwoot and run actions that can create, search or modify data inside Chatwoot automatically [3] — exactly how you set them.

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    Watch EventsTriggers when a specific event occurs.
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    Get a ContactRetrieves a single contact.
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    Get a ConversationRetrieves a single conversation.
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    Get an Account ReportReturns an account report for a specific metric.
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    Get an InboxRetrieves a single inbox's details.
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    List Contact ConversationsRetrieves a list of conversations for a contact.
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    List ContactsRetrieves a list of contacts from an account.
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    List InboxesRetrieves a list of inboxes.
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    List MessagesRetrieves a list of messages from a specified conversation.
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    Search ContactsSearches for contacts.
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    Search ConversationsSearches for conversations.
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    Add an Agent to an InboxAdds an agent to a specified inbox.
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    Assign a ConversationAssigns a team or a member to a conversation.
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    Create a ContactCreates a new contact.
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    Create a ConversationCreates a new conversation.
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    Create a MessageCreates a new message in the system.
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    Create a UserCreates a new account user.
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    Create an InboxCreates a new inbox.
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    Delete a ContactDeletes a single contact.
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    Delete a MessageDeletes a single message from a conversation by ID.

How to integrate Chatwoot in automation workflow?

3 simple steps to make your Chatwoot connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Chatwoot connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Chatwoot app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Chatwoot supports.

The following table illustrates what fields Chatwoot integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Chatwoot is connected in WEXTL builder.

Video slide demonstrates how Chatwoot is connected in WEXTL builder [4].

FieldTypeHelp
Access TokenRequired
text

Access token, which can be generated from Profile Settings after logging into your account.

Account IDRequired
text

The numeric ID of the account.

EnvironmentRequired
select

Select the environment for Chatwoot.

Connect Chatwoot to popular apps on WEXTL

Enter a name of the other app you want to sync with Chatwoot below. Click on selected app to explore integration options with Chatwoot. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Chatwoot integration

Select Watch Events trigger from Chatwoot - this will be a starting point in your automation. Whenever event happens in Chatwoot, workflow will start [7] from Watch Events node.

Search for Add an Agent to an Inbox, connect it as the next step of integration sequence. You can use filters between Watch Events and Add an Agent to an Inbox, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Chatwoot automation. All parts of workflow are visible on the canvas [4].

Chatwoot on WEXTL has 28 modules for crafting support automations. Explore Chatwoot documentation for more.

Video slide demonstrates how Watch Events and Add an Agent to an Inbox nodes are used in Chatwoot workflow.

Video slide demonstrates how Watch Events and Add an Agent to an Inbox [6] nodes are used in Chatwoot workflow.

Frequently asked questions

Common questions about automating Chatwoot in your workflows.

Try Chatwoot on WEXTL®

Claim your 3-day trial to build Chatwoot integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the Chatwoot integration.

  1. Chatwoot integration source code, module specs and credentials implementation.
  2. Internal Chatwoot integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Chatwoot vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Chatwoot App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation