AppDirect + Chatforma Integration

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1.
  • AppDirect
    subscription is created in AppDirect Instant
  • AppDirect
    Lead is Updated in AppDirect Instant
  • AppDirect
    Lead is Deleted in AppDirect Instant
  • AppDirect
    Lead is Created in AppDirect Instant
  • AppDirect
    Invoice is Updated in AppDirect Instant
  • AppDirect
    Invoice is Deleted in AppDirect Instant
  • AppDirect
    Invoice is Created in AppDirect Instant
  • AppDirect
    Company is Updated in AppDirect Instant
  • AppDirect
    Company is Deleted in AppDirect Instant
  • AppDirect
    Company is Created in AppDirect Instant
  • AppDirect
    subscription is updated in AppDirect Instant
  • AppDirect
    subscription is deleted in AppDirect Instant
  • AppDirect
    quote is created in AppDirect Instant
  • AppDirect
    membership is updated in AppDirect Instant
  • AppDirect
    membership is deleted in AppDirect Instant
  • AppDirect
    membership is created in AppDirect Instant
  • AppDirect
    Proposal status is changed in AppDirect Instant
  • AppDirect
    Proposal is approved in AppDirect Instant
  • AppDirect
    Proposal is sent in AppDirect Instant
  • Chatforma
    New user input is found in Chatforma
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2.
  • Chatforma
    Send a message to a specific user in Chatforma
  • Chatforma
    Send a message to a user segment in Chatforma
  • Chatforma
    Add a user to a segment in Chatforma
  • Chatforma
    Delete user from a segment in Chatforma

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AppDirect + Chatforma Integration

Send Chatforma message for new AppDirect contact

Anytime a new contact is added to your AppDirect, automatically send them a message through Chatforma letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this AppDirect - Chatforma integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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AppDirect
Chatforma

Supported triggers and actions for AppDirect and Chatforma

Mix and match to build the exact automation you need

AppDirect
AppDirect Triggers & Actions
Instant
subscription is created in AppDirect
Triggers when a new subscription is created
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Instant
Lead is Updated in AppDirect
Triggers when a lead is updated
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Instant
Lead is Deleted in AppDirect
Triggers when a lead is deleted
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Instant
Lead is Created in AppDirect
Triggers when a new lead is created
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Instant
Invoice is Updated in AppDirect
Triggers when an invoice is updated
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Instant
Invoice is Deleted in AppDirect
Triggers when an invoice is deleted
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Instant
Invoice is Created in AppDirect
Triggers when a new invoice is created
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Instant
Company is Updated in AppDirect
Triggers when a company is updated
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Instant
Company is Deleted in AppDirect
Triggers when a company is deleted
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Instant
Company is Created in AppDirect
Triggers when a new company is created
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Instant
subscription is updated in AppDirect
Triggers when a subscription is updated
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Instant
subscription is deleted in AppDirect
Triggers when a subscription is deleted
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Instant
quote is created in AppDirect
Triggers when a new quote is created
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Instant
membership is updated in AppDirect
Triggers when a membership is updated
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Instant
membership is deleted in AppDirect
Triggers when a membership is deleted
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Instant
membership is created in AppDirect
Triggers when a new membership is created
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Instant
Proposal status is changed in AppDirect
Triggers when a proposal status is changed in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Status Changed', 4) Enter your webhook URL, 5) Save the w
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Instant
Proposal is approved in AppDirect
Triggers when a proposal is approved in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Approved', 4) Enter your webhook URL, 5) Save the webhook confi
Try it →
Instant
Proposal is sent in AppDirect
Triggers when a proposal is sent in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Sent', 4) Enter your webhook URL, 5) Save the webhook configuration
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No action is available
Chatforma
Chatforma Triggers & Actions
New user input is found in Chatforma
Triggers the automation when new user input is found
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Send a message to a specific user in Chatforma
Sends a message to a recipient
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Send a message to a user segment in Chatforma
Sends a message to a segment of users
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Add a user to a segment in Chatforma
Adds a new user to a segment
Try it →
Delete user from a segment in Chatforma
Removes a user from a particular segment
Try it →

What you can automate?
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Why choose Integrately to automate AppDirect + Chatforma

Build and manage your AppDirect + Chatforma automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect AppDirect + Chatforma with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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You Can Also Connect AppDirect or Chatforma With 1500+ Other Apps

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Chatforma
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