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Integrate Chatforma with your AI CRM

Chatforma is a chatbot automation platform for managing bots, users, segments, broadcasts, dialogs, forms, notifications, and variables.

Explore Triggers and Actions

Get User Variable

Get the current value of one bot variable for one bot user.

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List Bots

List bots belonging to the connected Chatforma account so their IDs can be used in bot-scoped tools.

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List Dialog Messages

Return one page of messages exchanged in a specific user's bot dialog, with a cursor for continuing the history.

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List Predefined Messages

List predefined messages configured in a bot so a message ID can be selected for sending.

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List Segments

List the user segments configured for a bot, including segment IDs needed for targeted sends.

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List Users

List a bot's users, members of one segment, or users with open dialogs; choose the view that matches the task.

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List Variables

List variables configured for a bot, including IDs and types needed to read user-specific values.

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Send Dialog Message

Immediately send a user-visible text message into a specific user's bot dialog. This irreversible action may contact a real user.

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Send Predefined Message

Send a configured bot message to one user or dispatch it to a segment. This irreversible action may contact one or many real users.

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Send Text Dispatch

Create a user-visible text dispatch for one bot user or a segment. Delivery may be immediate or scheduled where supported and cannot be undone through this API.

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How the Chatforma integration works

The Chatforma integration connects your Dench AI CRM directly to Chatforma, so agents can read and act on your Chatforma data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

10 actions are available for agents to invoke on your behalf. Every call runs through Chatforma's own authorization, scoped to the account you connect.

Set up Chatforma in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Chatforma and click Connect — you'll authorize access through Chatforma's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Chatforma in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Chatforma integration work with Dench?

The Dench Chatforma integration connects your AI CRM to Chatforma, so AI agents can work with your Chatforma data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Chatforma via Dench?

The Chatforma integration currently exposes 10 actions, including Get User Variable, List Bots, List Dialog Messages, List Predefined Messages, List Segments, and List Users. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Chatforma to Dench?

No. You connect Chatforma from your Dench workspace using Chatforma's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Chatforma integration secure?

Connections are authorized through Chatforma's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Chatforma connection from your workspace settings at any time.

Chatforma | Dench AI CRM