Integration
Connect HappyFox Chat to TemplateDocs
When something happens in HappyFox Chat, your agent does the next thing in TemplateDocs. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want HappyFox Chat and TemplateDocs to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
Ask the assistant
You'll sign in before anything runs. What you typed comes with you.
Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with HappyFox Chat and TemplateDocs
Triggers and actions 3 triggers ยท 13 actions
Trigger
Finished ChatTriggered when a chat in HappyFox Chat ends and its transcript is created.
- New Missed Chat
Triggered when a chat in HappyFox Chat ends without an agent answering it.
- New Offline Message
Triggered when a visitor leaves an offline message in HappyFox Chat.
- Get agent
Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.
- Get department
Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.
- List agents
Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.
- List canned responses
Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.
- List departments
Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each.
- List offline messages
Returns the offline messages visitors left in HappyFox Chat while no agent was available.
- List transcripts
Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.
- List visitors
Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information.
Action
Add templateUploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it.
- Delete template
Removes a template from your TemplateDocs account.
- Get template
Returns the details of one template, including its name, size, checksum and the placeholder tags it contains.
- List templates
Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags.
- Update template
Renames a template or changes its settings. Returns the id of the template that was updated.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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