STEP 1
Connect Chatwoot and Vivantio
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 Vivantio Integration
Build support workflows between Chatwoot and Vivantio 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 Vivantio
Detailed info you need to know about Chatwoot and Vivantio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Chatwoot to Vivantio
Set up your Chatwoot and Vivantio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Chatwoot and Vivantio 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 Vivantio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Chatwoot and Vivantio work in WEXTL?
WEXTL exposes actions and triggers for Chatwoot and Vivantio 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 triggersVivantio 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.
Vivantio modules
- Create a CallerCreates a new caller record in Vivantio.
- Create a ClientCreates a new client in the system.
- Create a LocationCreates a location with specified attributes.
- Create a TicketCreates a new ticket in the system for tracking purposes.
- Create an ArticleCreates a new article in the service.
- Create an AssetCreates an asset in the system.
- Delete ArticlesDeletes a set of articles from the service.
- Delete AssetsDeletes a set of assets from the service.
- Delete CallersDeletes a set of callers from the service.
- Delete ClientsDeletes a set of clients from the database or system.
- Delete LocationsDeletes a set of locations from the specified database or service.
- Delete TicketsDeletes a set of tickets from the system.
- Download an AttachmentDownloads an attachment from a specified source.
- Download an Attachment PublicDownloads a public attachment from the specified source.
- Get a CallerRetrieves information about a specific caller.
- Get a ClientRetrieves information about a specific client.
- Get a LocationRetrieves a location from the specified service.
- Get a TicketRetrieves a ticket by ID.
- Get an ArticleRetrieves an article from the service.
- Get an AssetRetrieves an asset based on the provided identifier.
- Get ArticlesRetrieves all articles.
- Get AssetsRetrieves all assets from the service.
- Get CallersRetrieves all callers.
- Get ClientsRetrieves all clients.
- Get LocationsRetrieves all locations.
- Get TicketsRetrieves all tickets from the service.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CallerUpdates a caller's information in the system.
- Update a ClientUpdates a client in the system with new information.
- Update a LocationUpdates a location with new details or coordinates.
- Update a TicketUpdates a ticket with new information or changes.
- Update an ArticleUpdates an article with the specified new information.
- Update an AssetUpdates an asset in the system with new information.
- Upload an AttachmentUploads an attachment to the specified service.
- Watch ArticlesTriggers when a new article is published.
- Watch AssetsTriggers when a new asset is added or an existing asset is updated.
- Watch CallersTriggers when a new caller is detected.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch LocationsTriggers when a new location is added or updated.
- Watch TicketsTriggers when new tickets are created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Chatwoot and Vivantio 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 Vivantio.
Connect your Chatwoot and Vivantio 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 Caller" in Vivantio. Chatwoot has 1 trigger (including Watch Events); Vivantio has 34 actions (including Create a Caller, Create a Client, and Create a Location). 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-Vivantio 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 Vivantio) 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 + Vivantio 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 Vivantio integration.
- Chatwoot and Vivantio integration source code, module specs and credentials implementation.
- Our Chatwoot and Vivantio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Chatwoot and Vivantio — 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
- Vivantio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library