How to install Paperform

Overview

This guide explains how to connect Paperform, a form-building tool, with ChatDaddy to automate workflows (e.g., capturing leads, syncing form responses, or triggering messages).

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What do you need before setup?

1. An active ChatDaddy account with integration access enabled.
2. A Paperform account and a form you want to integrate.

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Step-by-Step Installation

Prepare Your Paperform Form

Create or Edit Your Form:

• Log in to Paperform and either create a new form or edit an existing one.
• Add the necessary questions. In this case, ensure you have:
  • A phone number field (with the Question ID set to phone).
  • An appointment field. Copy this appointment time Question ID, as you will need it later.

Preparing Your ChatDaddy Message Flow

1. Design Your Message Flow:

• In ChatDaddy, create and set up a message flow that you want to send when a form is submitted.
• Example：

1. Test Your Flow:

• Before integrating, test the message flow within ChatDaddy to ensure it functions as expected.
• Note: Testing this flow is essential before proceeding to the next integration steps.
• How: Click the test button in the top right of the message flow. Enter your phone number, select your preferred channel, and send a test message.

Connecting ChatDaddy to Paperform

1. Access ChatDaddy's Integration Setup:

• In Automation > Shop Notification > Create > Select "Paperform”

1. Input the “TimeKey”:

• In the ChatDaddy setup screen for the Paperform integration, you will see a field labeled “TimeKey.”
• Paste the copied appointment question ID (from your Paperform) into this field.
• Then click “Save”

1. In the Notification settings:

• Set a name for your integration in the "Notification Nickname"
• Select your preferred channel from the dropdown menu in "Channel"
• Set the default country code

1. Set up the trigger:

• Click "New Trigger" > Add "New Custom Trigger"
• Select the message flow that you set up earlier
• Click Add Condition > select "Event"
• Choose "confirm" as the value

confirm：send notification once submitted

1. Copy the Webhook URL:

• ChatDaddy will generate a webhook URL.
• Copy this webhook link.

Paste the Webhook in Paperform

• Return to your Paperform “Integrations & Webhooks” tab.
• Paste the copied ChatDaddy webhook URL into the appropriate field so that Paperform knows where to send submission data.

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Test the Integration

1. Submit a test entry on your Paperform form.
2. Check if the data appears in ChatDaddy under Shop Notifications or your designated automation.

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FAQs

Is this integration available for all ChatDaddy plans?

Yes

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📖 Read the full article: https://help.chatdaddy.tech/article/how-to-install-paperform