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How to connect LiveChat and Paperform
Create a New Scenario to Connect LiveChat and Paperform
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Paperform will be your first step. To do this, click "Choose an app," find LiveChat or Paperform, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
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Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Paperform Node
Next, click the plus (+) icon on the LiveChat node, select Paperform from the list of available apps, and choose the action you need from the list of nodes within Paperform.
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Authenticate Paperform
Now, click the Paperform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Paperform settings. Authentication allows you to use Paperform through Latenode.
Configure the LiveChat and Paperform Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the LiveChat and Paperform Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring LiveChat, Paperform, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the LiveChat and Paperform integration works as expected. Depending on your setup, data should flow between LiveChat and Paperform (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect LiveChat and Paperform
LiveChat + Paperform + Slack: When a chat is deactivated in LiveChat, a feedback form is sent to the user via Paperform. Once the form is submitted, the results are posted to a designated Slack channel.
Paperform + LiveChat + Google Sheets: When a new form submission is received in Paperform, a chat is initiated in LiveChat. The data from the form submission is then saved to a new row in Google Sheets.
LiveChat and Paperform integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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About Paperform
Automate form data handling with Paperform and Latenode. Collect responses and trigger follow-up actions: add leads to your CRM, create tasks in project management tools, or generate personalized documents. Latenode lets you process Paperform submissions with flexible logic, AI, and direct API integrations to scale your workflows without code.
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FAQ LiveChat and Paperform
How can I connect my LiveChat account to Paperform using Latenode?
To connect your LiveChat account to Paperform on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat and Paperform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create leads from LiveChat transcripts in Paperform?
Yes, you can! Latenode's visual editor makes it easy to parse chat data and create new Paperform submissions automatically, saving time and improving lead management.
What types of tasks can I perform by integrating LiveChat with Paperform?
Integrating LiveChat with Paperform allows you to perform various tasks, including:
- Create new Paperform submissions from LiveChat transcripts.
- Update Paperform entries based on LiveChat interactions.
- Send personalized Paperform surveys after LiveChat sessions.
- Trigger LiveChat messages when a Paperform is submitted.
- Store LiveChat data in a Paperform for easy analysis.
How do I handle attachments sent through LiveChat in my Latenode workflow?
Latenode can process file attachments from LiveChat using the file parsing block. Easily store, transform, or send attachments to other apps.
Are there any limitations to the LiveChat and Paperform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of LiveChat and Paperform APIs apply.
- Real-time updates depend on LiveChat's webhook reliability.
