How to Set Up a Typeform Integration and Build a Typeform Step

Overview

Webio enables seamless integration with your Typeform account, allowing forms to be dynamically presented to end users while leveraging automated messaging bots for enhanced interactivity.

Key features include:

• Integration of Typeform forms into the app.

• Presentation of selected forms to end users.

• Automated default and failure paths based on user actions:

  • Default Path: Triggered when the end user successfully completes the form.

  • Failure Path: Triggered when the end user responds to the presented form URL with an inbound message instead of completing the form.

Integration Setup

Please note: At the moment, Typeform integrations can only be created using the old web app. However, you can log into the new app afterward and use your newly created integration when building a bot.

Log in to https://app.webio.com and navigate to the Organizations section. Click on the organization for which you want to create the integration.

Scroll down to the Integrations section and click Add Integration.

Select Typeform and provide a description. (This description will appear on the Typeform card when building a bot. On the bot-building screen, selecting this description on the Typeform card will display all the forms available in your Typeform account, allowing you to choose one and integrate it into the conversation flow.) Next, click Create Integration.

You will be redirected to the Typeform domain. If you are not already logged in to your Typeform account, you will be prompted to log in using your credentials. Once logged in, review the disclaimer and click Accept.

You will then be redirected back to the Webio Organization page. The integration you have just created should now appear in the Integrations section, and it will also be selectable when building a Typeform step in the Bots section.

Step Building

Log to https://newapp.webio.com, navigate to Bots, then click Build a Bot. 

Design the conversation flow as needed. To integrate a Typeform step, navigate to Action and drag and drop a Form step onto the building flow.

In the Typeform dropdown field, select the option you configured on the Organizations screen.

The Choose a Form selection field will display all the forms available in your Typeform account. Select the form you wish to incorporate into the conversation flow, then click Save.

If you are unable to select your forms on the Typeform Step Card, try deleting the existing integration. To do this, log in to the old app, navigate to 'Organizations,' scroll down to 'Integration,' locate the existing integration, and click 'Delete.' Then, repeat the integration process described above from the organization screen. Avoid using the previous description name.

If this does not resolve the issue, please contact us at support@webio.com 

Next, configure the Default Path Logic:

When the end user fills in & submits the form, Typeform sends a callback to the app, presenting the user's answers (visible on the Conversations screen) and proceeding with the default path.

Additionally, set up the Failure Path Logic:

If the user responds to the bot with a message instead of completing the form, this will activate the failure path. For instance, you might want to send a follow-up message if the user replies rather than clicking on the form URL.

Please note that it is not possible to directly link more than one Typeform step.
If you wish to link multiple Typeform steps, you need to place another intermediate step in between. For example, if you want to present the same form again because the customer replied instead of clicking on the URL and the bot followed the failure path, you will need to implement an additional step (e.g., listening) before the form can be presented again.

Once your bot configuration is ready, save or update your bot, and then send it to the campaign.

Check:

1. How to create Outbound Campaigns 
   
2. How to create an Inbound Campaign
   
3. How to create outbound Bots 
   
4. How to create inbound Bots
   

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