STEP 1
Connect Chatwoot and Phorest
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Chatwoot and Phorest Integration
Connect Chatwoot and Phorest to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Chatwoot and Phorest
Detailed info you need to know about Chatwoot and Phorest integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Chatwoot to Phorest
Set up your Chatwoot and Phorest integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Chatwoot and Phorest nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Chatwoot and Phorest. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Chatwoot and Phorest work in WEXTL?
WEXTL exposes actions and triggers for Chatwoot and Phorest that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Chatwoot triggersPhorest actions
Chatwoot modules
- Add an Agent to an InboxAdds an agent to a specified inbox.
- Assign a ConversationAssigns a team or a member to a conversation.
- Create a ContactCreates a new contact.
- Create a ConversationCreates a new conversation.
- Create a MessageCreates a new message in the system.
- Create a UserCreates a new account user.
- Create an InboxCreates a new inbox.
- Delete a ContactDeletes a single contact.
- Delete a MessageDeletes a single message from a conversation by ID.
- Get a ContactRetrieves a single contact.
- Get a ConversationRetrieves a single conversation.
- Get an Account ReportReturns an account report for a specific metric.
- Get an InboxRetrieves a single inbox's details.
- Label a ConversationAdds labels to a conversation.
- List Contact ConversationsRetrieves a list of conversations for a contact.
- List ContactsRetrieves a list of contacts from an account.
- List InboxesRetrieves a list of inboxes.
- List MessagesRetrieves a list of messages from a specified conversation.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search ConversationsSearches for conversations.
- Update a ContactUpdates an existing contact.
- Update a ConversationUpdates an existing conversation.
- Update a Conversation Custom AttributesUpdates existing custom attributes for a conversation.
- Update a Conversation PriorityUpdates an existing conversation priority in a given service.
- Update a Conversation StatusUpdates an existing conversation status.
- Update an InboxUpdates an existing inbox by ID.
- Watch EventsTriggers when a specific event occurs.
Phorest modules
- Activate a BookingActivates an existing booking.
- Cancel a BookingCancels an existing booking.
- Cancel AppointmentsCancels a single or multiple appointments.
- Check In an AppointmentChecks in a selected appointment.
- Confirm AppointmentsConfirms a single or multiple appointments.
- Create a BookingCreates a new booking.
- Create a Booking NoteCreates a note for a booking.
- Create a ClientCreates a new client.
- Create a LeadCreates a new lead in the system.
- Get a ClientRetrieves a client by ID.
- Get an AppointmentRetrieves a single appointment.
- List LeadsRetrieves a list of leads.
- Perform an API CallPerforms an arbitrary authorized API call.
- Search AppointmentsSearches for appointments.
- Search ClientsSearches for clients in the database and returns matching results.
- Update a ClientUpdates an existing client.
- Update an Appointment NoteUpdates a note for an appointment.
- Watch AppointmentsTriggers when there are changes to appointments.
- Watch ClientsTriggers when a new client is created.
- Watch LeadsTriggers when new leads are created.
- Watch Updated ClientsTriggers when a client is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Chatwoot and Phorest integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Chatwoot and Phorest.
Connect your Chatwoot and Phorest accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Chatwoot's "Watch Events" fires, WEXTL can "Activate a Booking" in Phorest. Chatwoot has 1 trigger (including Watch Events); Phorest has 17 actions (including Activate a Booking, Cancel a Booking, and Cancel Appointments). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Chatwoot-to-Phorest automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Chatwoot (or Phorest) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Chatwoot + Phorest automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Chatwoot and Phorest integration.
- Chatwoot and Phorest integration source code, module specs and credentials implementation.
- Our Chatwoot and Phorest integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Chatwoot and Phorest — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Chatwoot integration information
- Phorest integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library