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How to connect LiveChat and Youform
Create a New Scenario to Connect LiveChat and Youform
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 Youform will be your first step. To do this, click "Choose an app," find LiveChat or Youform, 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 Youform Node
Next, click the plus (+) icon on the LiveChat node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the LiveChat and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between LiveChat and Youform (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 Youform
Youform + LiveChat + Slack: When a new form is submitted in Youform, the submission details are sent to a dedicated Slack channel. This allows LiveChat agents to quickly access the information while engaging with the customer in a live chat.
Youform + LiveChat + Gmail: When a new form is submitted in Youform, the customer receives an email confirmation via Gmail. The email includes a link to LiveChat, enabling them to ask questions or seek further assistance regarding their submission.
LiveChat and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ LiveChat and Youform
How can I connect my LiveChat account to Youform using Latenode?
To connect your LiveChat account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create LiveChat leads from new Youform submissions?
Yes, you can! Latenode lets you instantly trigger lead creation in LiveChat upon each new Youform entry. This automates lead generation and improves response times.
What types of tasks can I perform by integrating LiveChat with Youform?
Integrating LiveChat with Youform allows you to perform various tasks, including:
- Adding new LiveChat users when a Youform is submitted.
- Sending customized welcome messages in LiveChat after Youform submissions.
- Creating detailed reports from LiveChat transcripts and Youform data.
- Triggering automated actions in other apps based on LiveChat interactions.
- Updating Youform entries based on data collected in LiveChat.
How do I use advanced logic with LiveChat on Latenode?
Latenode’s visual editor allows you to add conditional logic and complex data transformations to your LiveChat workflows easily, even without coding.
Are there any limitations to the LiveChat and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic in Youform may require custom JavaScript coding.
- Rate limits of the LiveChat and Youform APIs apply.
- File uploads from Youform may require additional parsing steps.
