Chatforma Zapier integrationAutomate Chatforma with Zapier.
The Chatforma Zapier integration gives you 1 trigger, 2 actions and 0 searches. Enough to catch what people type into your chatbot the moment they send it, then push a broadcast to a whole segment or to one person, with no code.
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What the Chatforma Zapier integration actually does
Chatforma builds messenger chatbots. Zapier links it to other apps without code. The integration listens for answers people leave in a chatbot form, and it can send broadcasts on your behalf. It covers three operations in total, so the scope is small and easy to map before you build anything.
Three outcomes come up again and again with this setup.
An answer that never sits unread. New User Input fires as soon as someone fills a form inside one of your bots, and the next step can copy that answer anywhere Zapier reaches.
A follow-up for one person. Create Broadcast for Specific User sends a message to a single subscriber, picked by user id. Pair it with the trigger and every answer gets its own reply.
A push to a whole segment. Create Broadcast targets a segment you already defined in Chatforma, which suits an announcement started from another app.
Now the part the app page skips. Zapier cannot look anything up in Chatforma here: there is no search step, so you cannot fetch a user or a segment mid-Zap. It cannot build a bot, edit a form or create a segment either. Those stay in Chatforma, and the Zap only reuses what already exists.
If you want to see the same app on another platform, the Chatforma Make integration page covers it, and Make vs Zapier compares the two tools criterion by criterion.
Zapier vocabulary in one minute
Seven Zapier words come back below. One line each, here, and the page then uses them without explaining them twice.
- Zap
- A Zapier automation: one event sets it off, then one or more actions follow, every single time that event comes back.
- Trigger
- The event that sets the Zap off. Chatforma has one: a person submitting input in a form of one of your chatbots.
- Action
- A step that does the work once the Zap runs. Both Chatforma actions send a broadcast, to a segment or to one user.
- Task
- What Zapier bills: one action that finished without error. Each broadcast that goes out is one task off your monthly count.
- Polling vs instant
- Polling: Zapier checks the app on a timer. Instant: the app calls Zapier itself when the event happens. New User Input is instant.
- Filter
- A gate between two steps. An answer moves on to the broadcast only if it meets your rule; otherwise that run ends there.
- Connection
- Your Chatforma login, saved once in Zapier. Every Chatforma step in any Zap picks it from a list instead of asking you to sign in.
What a Chatforma Zap really costs
Zapier bills completed actions, never the trigger, and Chatforma is not a premium app, so it runs on a free account.
- TriggerFree, never counted
- Each successful action1 task
- Free plan100 tasks a month, two-step Zaps
- Premium appNo
An answer reaching New User Input costs nothing, however many arrive. The broadcast that follows takes one task if it goes out, and a failed one is not billed. The free plan gives 100 tasks a month, but every Zap stops at two steps: the trigger plus one broadcast fits, nothing more. Screen answers with a filter, or chain a second action, and the Zap becomes multi-step, which needs a paid plan. The polling grid (15 minutes on Free) is listed for reference only, since this trigger is instant.
Connect Chatforma to Zapier in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. A dialog opens with a search box: type Chatforma and pick it from the list. Nothing is linked yet at this point.
- 02
Sign in to Chatforma
Click Add connection. A new tab opens on Chatforma, where you log in with the account that owns your bots. You need an account there before anything else.
- 03
Grant access
Allow Zapier to reach the account. The connection then shows up under Apps and every Chatforma step reuses it. Bots you do not own need read or write rights first.
Your first Zap: reply to each new chatbot answer
GoalWhen someone completes a form in your bot, send that same person a broadcast, but only for answers that match a condition.
- 01
Pick the trigger
Create a Zap, choose Chatforma, then the event
New User Input. Select the connection you added and set the Chatbot and Form to watch. - 02
Test with a real answer
Run the test. Zapier brings back the three most recent answers from that form, so you map fields from a real submission, not an empty sample.
- 03
Add the filter
Click the plus icon, choose Filter, then set the field, the rule and the value. Use a text rule on a text answer, or the filter never passes. This step needs a paid plan.
- 04
Add the broadcast
Pick
Create Broadcast for Specific User. Choose the same Chatbot, then fill User with the user id from the trigger result, if the test shows one. - 05
Test, then publish
Run the action test once and check the message landed in Chatforma. Then hit Publish: the Zap is on and reacts to the next answer.
The Chatforma trigger
1 event starts a Zap when something happens in Chatforma, and one of them is instant: the app calls Zapier straight away, whatever your plan.
New User Input
Instant triggerIn Zapier“Triggers when new user input is found.”
Every time a visitor fills in a form inside one of your chatbots, this trigger hands their answer to Zapier. The next steps can copy it, sort it or reply to it straight away.
The Chatforma actions
Chatforma gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Broadcast
ActionIn Zapier“Creates a new broadcast for specified users segment.”
Sends a broadcast from one of your bots to every subscriber in the segment you choose, without opening Chatforma.
Create Broadcast for Specific User
ActionIn Zapier“Creates broadcast for specific users by user id.”
Targets one subscriber instead of a group: you give the Chatbot and the person's user id, and only that person gets the message.
When a Chatforma Zap breaks
Zapier attaches no help article to Chatforma and publishes no limit of its own for it, so the failures below are general Zapier behaviour, seen through chatbot answers and broadcasts.
None of these show up as a clear error. The Zap just does nothing, or does too much. Spot the pattern, and the fix is usually one setting. For deeper cases, the Zapier troubleshooting page goes step by step.
Answers from before the Zap never come through
New User Input only reports answers given after you publish. Whatever your bots collected earlier stays in Chatforma; moving it is a separate job.A broadcast that answers itself
If a later step feeds input back into the very form your trigger watches, each run starts the next one, and the task count drains fast.A sudden batch gets paused
After a bulk import or a migration, a large batch of answers arriving at once can be held back by Zapier's flood protection.A filter that blocks every answer
Filter rules are typed. A number rule on a text answer never passes, so match the rule to what your bot actually asks for.
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