Connect with the workflows tools

Send a document for signature from the chat and answer where it is without leaving it.

Answer rate and load questions from Emerge instead of trading emails with carriers.

Answer contract questions from Evisort and start the renewal conversation on time.

Turn Formstack submissions into conversations, and let a chat fill the form for people.

Turn what customers report into Fulcrum field records, and answer with what the crew found.

Check availability and book a Google Calendar slot inside the conversation.

Add the people you talk to into Google Contacts, so the shared address book is real.

Produce the document a conversation calls for, filled in from what was actually said.

Generate the Google Slides deck a conversation needs, from the template and the facts.

Turn the promise made in a chat into a Google Tasks item somebody actually sees.

Send a HelloSign document from the chat and know the moment it is signed.

Connect to automate workflows between customer conversations and the tools your team already uses.

Track contract status and start Ironclad workflows from a Tidio conversation.

Route JotForm submissions into Tidio and pick the conversation up from there.

Keep Tidio chat copy and saved replies translated through Lokalise instead of a spreadsheet.

Answer booking, class and membership questions in Tidio with Mindbody data in view.

Answer delivery questions in Tidio with the OptimoRoute stop and driver status in view.

Send a PandaDoc contract from a Tidio chat and see when it comes back signed.

Answer repair and job questions in Tidio with the Plentific work order status in view.

Raise and track Revo 4me service requests from a Tidio conversation.

Send a Spotdraft contract from a Tidio conversation and track it to signature.

Answer trading partner questions in Tidio with the Stedi transaction status in view.

Access payment data in chat to deliver faster customer support.

Send Tidio chat details into Typeform and pull submitted answers back into the conversation.