STEP 1
Connect Chatwoot and TeamDynamix
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 TeamDynamix Integration
Build support workflows between Chatwoot and TeamDynamix on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Chatwoot and TeamDynamix
Detailed info you need to know about Chatwoot and TeamDynamix 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]
TeamDynamix
IT service management and project portfolio platform for tickets, assets, and requests. [6]
How to connect Chatwoot to TeamDynamix
Set up your Chatwoot and TeamDynamix integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Chatwoot and TeamDynamix 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 TeamDynamix. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Chatwoot and TeamDynamix work in WEXTL?
WEXTL exposes actions and triggers for Chatwoot and TeamDynamix 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 triggersTeamDynamix 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.
TeamDynamix modules
- Create a PersonCreates a person in the database or system.
- Create a ProjectCreates a new project in the service.
- Create a TaskCreates a task in the specified service or application.
- Create a TicketCreates a ticket in the system.
- Create a Time EntryCreates a time entry for a specific user.
- Create an AssetCreates an asset in the system.
- Create an Asset ContractCreates an asset contract in the system.
- Create an Asset VendorCreates an asset vendor within a system or platform.
- Create an IssueCreates an issue in the designated project or system.
- Delete a Time EntryDeletes a time entry from the system.
- Delete an AssetDeletes an asset from the system.
- Delete an AttachmentDeletes an attachment from a record or file.
- Get a PersonRetrieves information about a specific person.
- Get a ProjectRetrieves a project from the service.
- Get a TaskRetrieves a task by its ID.
- Get a TicketRetrieves a ticket from the service.
- Get a Time EntryRetrieves a time entry.
- Get an AssetRetrieves an asset from the service.
- Get an Asset ContractRetrieves an asset contract.
- Get an Asset VendorRetrieves an asset vendor.
- Get an AttachmentRetrieves an attachment from the specified location.
- Get an IssueRetrieves an issue from the service using its ID.
- Get Attachment ContentRetrieves the content of an attachment.
- List PersonsRetrieves all persons.
- List TasksRetrieves all tasks.
- List Ticket Saved SearchesRetrieves all ticket searches.
- List Tickets by Saved Search IDRetrieves all tickets using a saved search ID.
- Make an API CallPerforms an arbitrary authorized API request.
- Search Asset ContractsRetrieves all asset contracts.
- Search Asset VendorsRetrieves all asset vendors.
- Search AssetsRetrieves all assets.
- Search IssuesRetrieves all issues.
- Search ProjectsRetrieves all projects.
- Search TicketsRetrieves all tickets from the service.
- Search Time EntriesRetrieves all time entries.
- Update a PersonUpdates a person's information in the database.
- Update a ProjectUpdates a project with new or modified information.
- Update a TaskUpdates a task with new information or changes existing details of an existing task.
- Update a TicketUpdates a ticket in the service.
- Update a Time EntryUpdates a time entry for a specific user.
- Update an AssetUpdates an asset in the system.
- Update an Asset ContractUpdates an asset contract with new information or modifications.
- Update an Asset VendorUpdates an asset vendor's details in the system.
- Update an IssueUpdates an issue with new information or changes.
- Watch AssetsTriggers when new assets are created or updated.
- Watch IssuesTriggers when a new issue is created or updated.
- Watch ProjectsTriggers when a new project is added or an existing project is updated.
- Watch TasksTriggers when a new task is created.
- Watch TicketsTriggers when new tickets are created.
- Watch Time EntriesTriggers when new time entries are recorded.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Chatwoot and TeamDynamix 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 TeamDynamix.
Connect your Chatwoot and TeamDynamix 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 a Person" in TeamDynamix. Chatwoot has 1 trigger (including Watch Events); TeamDynamix has 44 actions (including Create a Person, Create a Project, and Create a Task). 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-TeamDynamix 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 TeamDynamix) 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 + TeamDynamix 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 TeamDynamix integration.
- Chatwoot and TeamDynamix integration source code, module specs and credentials implementation.
- Our Chatwoot and TeamDynamix integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Chatwoot and TeamDynamix — 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
- TeamDynamix integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library