When the edge starts failing, say so in chat before the complaints arrive.
Get more done with Tidio and Huddle integration
Answer client questions about documents in Huddle, and keep approvals moving.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
API
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Huddle
Answer without a login
A client asking whether a document was received or approved is answered from Huddle, which saves them logging into a workspace to check.
Take the file properly
A document sent in the conversation is uploaded to the right Huddle workspace and folder, so nothing lives only in a chat.
Move the approval along
A Huddle approval request that has stalled can start a conversation with the reviewer, which works better than a reminder in a queue.
Keep the record defensible
Huddle continues to log every version, comment and approval, so a conversation never becomes the only evidence of what happened.
Overview
Huddle holds client workspaces, the documents in them and the approvals they are waiting on, which suits work where an audit trail matters. Connected to Tidio through Zapier or the Tidio API, a client can ask in a chat where a document stands and be answered from the Huddle record, files they send are filed in the right workspace, and an approval that has stalled becomes a conversation with the person holding it.
Key features
- Answer where a document is using the Huddle approval status behind the reply
- File what clients send into the Huddle workspace that belongs to them
- Chase the approval when a Huddle request has been waiting too long
- Keep the audit trail since Huddle records who did what and when
Huddle
API
Tags
Custom Integration
Workflow Automation
How it works
Connect Huddle in minutes
1
Connect Tidio and Huddle
Link them with Zapier or the Tidio API, with access to the Huddle workspaces and folders the chat should reach.
2
Map clients to workspaces
Decide how a conversation is matched to a Huddle workspace and what may be uploaded or read.
3
Keep documents in Huddle
Huddle stays the system of record for files, approvals and the audit trail.
Discover more integrations
All Integrations
Turn an alarm into a message to customers, and conversation volume into a metric.
Start the chat with the signed-in user already identified, and act on their account safely.
Stream conversation events into the pipeline the rest of your data already flows through.
Run your own code on a conversation and send the answer back into the chat.
Keep transcripts and the files customers send where the rest of your data lives.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Huddle integration
Is document access safe this way?
The integration reads only the workspaces you scope it to, and Huddle permissions still decide what can be seen. Most teams share status in a chat and keep the file in Huddle.
Can clients upload through the chat?
Yes. The file is stored in their Huddle workspace with the conversation recorded against it, which is easier for a client than learning a portal.
Is the Huddle integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Huddle integration.