STEP 1
Connect Chatwoot and PTEverywhere
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 PTEverywhere Integration
Connect Chatwoot and PTEverywhere 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 PTEverywhere
Detailed info you need to know about Chatwoot and PTEverywhere integrations in WEXTL. Explore which modules apps support and how you connect them.
Chatwoot
Open-source customer engagement platform for shared inboxes, live chat, and support workflows. [5]
PTEverywhere
Physical therapy practice management platform for scheduling, documentation, billing, and patient engagement. [6]
How to connect Chatwoot to PTEverywhere
Set up your Chatwoot and PTEverywhere integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Chatwoot and PTEverywhere 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 PTEverywhere. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Chatwoot and PTEverywhere work in WEXTL?
WEXTL exposes actions and triggers for Chatwoot and PTEverywhere 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 triggersPTEverywhere 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.
PTEverywhere modules
- Create an AppointmentBooks a new appointment for a patient with a specified therapist, service, location, and time slot.
- General Visit ReportRetrieves a summary report of clinic visits, including appointment counts, visit statuses, and provider activity.
- List Available Appointment BlocksRetrieves open time blocks available for booking appointments at a given location and therapist.
- List Clinic UsersRetrieves all user accounts associated with the clinic, including staff roles and access levels.
- List Contact Logs ReportRetrieves a filtered list of contact log entries showing communication history between clinic staff and patients.
- List Demographics ReportRetrieves aggregated demographic statistics and breakdowns for the patient population.
- List InventoryRetrieves all inventory items tracked by the clinic, including supplies and equipment records.
- List LocationsRetrieves all clinic locations configured in the account, including addresses and contact details.
- List Package Membership ReportRetrieves a usage and revenue report for packages, memberships, and credits across a specified date range.
- List Packages, Memberships & CreditsRetrieves all available treatment packages, membership plans, and credit bundles offered by the clinic.
- List Patient ReportRetrieves a detailed report on patient activity, visit history, and outcomes for a given period.
- List PatientsRetrieves all patient records in the clinic, optionally filtered by name, status, or other criteria.
- List Provider Revenue ReportRetrieves a revenue breakdown by provider, showing earnings and visit totals for a specified date range.
- List ServicesRetrieves all therapy services and treatment types offered by the clinic.
- List TherapistsRetrieves all therapists and providers registered in the clinic, including their specialties and schedules.
- Make an API CallExecutes an arbitrary authenticated request to the PTEverywhere API for actions not covered by other modules.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Chatwoot and PTEverywhere 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 PTEverywhere.
Connect your Chatwoot and PTEverywhere 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 "Create an Appointment" in PTEverywhere. Chatwoot has 1 trigger (including Watch Events); PTEverywhere has 16 actions (including Create an Appointment, General Visit Report, and List Available Appointment Blocks). 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-PTEverywhere 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 PTEverywhere) 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 + PTEverywhere 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 PTEverywhere integration.
- Chatwoot and PTEverywhere integration source code, module specs and credentials implementation.
- Our Chatwoot and PTEverywhere integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Chatwoot and PTEverywhere — 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
- PTEverywhere integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library