How to install Paperform

Overview

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.

Step-by-Step Installation

Prepare Your Paperform 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：

2. 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”

2. 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”

3. 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

4. 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

h1 reminder： send notification 1h before the appointment time

h2 reminder：send notification 2h before the appointment time

h4 reminder：send notification 2h before the appointment time

d1 reminder：send notification 1d before the appointment time

5. 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.

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.

FAQs

Is this integration available for all ChatDaddy plans?