Trigger an automation from a call, a booking, or a webhook, then call Chatforma as an HTTP action.
This is how Chatforma becomes a tool for your AI Native Agent.
Trigger an automation from a call, a booking, or a webhook, then call Chatforma as an HTTP action.
Sync leads, contacts, and call outcomes into Chatforma after every conversation.
Pull data from Chatforma into the call context before the agent picks up.
Chain Chatforma with AI steps, logic branches, and other apps in one flow.
Convert Chatforma to agentic-first. Milian builds the automation workflow, connects it to your assistant, and runs it in the conversation or on a schedule.
Milian turns your brief into a workflow and connects it to the right assistant.
Run work now, during a conversation, or on a schedule. Milian uses your connected apps.
Agents read context, write data back, and complete the next process step themselves.
Connect Chatforma in the automation platform.
01
OAuth, API key or MCP: credentials stay encrypted on the connection.
02
Wire triggers, AI steps and Chatforma actions in the visual builder.
03
Dry-run against sample data, then activate. Every run lands in history.
Frequently asked questions about the Chatforma integration
Setup takes less than 5 minutes. Connect your Chatforma account, configure your voice agent preferences, and start automating your phone calls immediately.
Start an automation run: triggers, AI steps, CRM and run history, plus 1,600+ more apps.