JivoChat + SendSafely Integration

Integrate JivoChat to SendSafely in one click, or tell Integrately AI how you want each chat transcript handled. Capture visitor details, encrypt and send documents securely, alert your team, and maintain complete transfer records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • JivoChat
    Visitor's information is updated in JivoChat Instant
  • JivoChat
    Offline message is recieved in JivoChat Instant
  • JivoChat
    Chat is finished in JivoChat Instant
  • SendSafely
    Dropzone submission is created in SendSafely Instant
Arrow Right
2.
  • No action found

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Ready WorkflowsReady Workflows   for JivoChat + SendSafely Integration

Capture chat details, encrypt documents, secure file transfers, alert your team, and archive records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your JivoChat + SendSafely flow

Sync your secure chats and file transfers with customer records, team alerts, and storage systems. Pick a combination and activate it in one click.

JivoChat
SendSafely
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SalesforceSalesforce (4)
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HubSpotHubSpot (4)
+
ZendeskZendesk (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
J
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Create a Salesforce lead when a chat is finished in JivoChat, and secure the chat document in SendSafely
Finished JivoChat conversations instantly create a new lead in Salesforce while SendSafely encrypts any attached documents, removing manual data entry.
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Notify your Salesforce team when visitor information is updated in JivoChat and secure files via SendSafely
Updated visitor details in JivoChat update Salesforce records and trigger SendSafely encryption for safe archiving.
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When an offline message is received in JivoChat, log a task in Salesforce and protect files with SendSafely
Offline messages from JivoChat create follow-up tasks in Salesforce while SendSafely handles secure file attachments.
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Use Claude to evaluate JivoChat offline messages, update Salesforce, and secure files in SendSafely
Claude analyses JivoChat offline messages before updating Salesforce and triggering SendSafely encryption.

Supported triggers and actions for JivoChat and SendSafely

Mix and match to build the exact automation you need

JivoChat
JivoChat Triggers & Actions
Instant
Visitor's information is updated in JivoChat
Triggers the automation when a visitor's information is updated
Try it →
Instant
Offline message is recieved in JivoChat
Triggers the automation when an offline message is received
Try it →
Instant
Chat is finished in JivoChat
Triggers the automation when a chat is marked as complete
Try it →
No action is available
SendSafely
SendSafely Triggers & Actions
Instant
Dropzone submission is created in SendSafely
Triggers the automation when any file is successfully uploaded to a area
Try it →
No action is available

What can you automate with JivoChat + SendSafely?

Connect live visitor interactions with enterprise-grade file encryption to streamline customer support and secure document exchanges.

What you can automate?
💬
Secure file transfers from finished chats
Automatically encrypt and send documents via SendSafely the moment a chat session finishes in JivoChat. Eliminate manual file handling and protect sensitive customer data.
📝
Capture every submitted visitor detail
Map visitor updates, offline messages, and chat metadata directly into your destination apps. Ensure no piece of customer information is left behind during support handoffs.
🔔
Alert your team instantly on new activity
Notify support and sales teams the second a new offline message arrives in JivoChat or a secure dropzone submission is created in SendSafely.
🔀
Route data based on chat content
Send documents to different secure packages or alert specific team channels depending on the topic or priority submitted during the live chat session.
🔄
Keep records updated as chats evolve
Automatically update existing contact profiles and visitor information in your CRM whenever details change during active JivoChat conversations.
📋
Add or update without creating duplicates
Smart matching ensures visitor records and support tickets are updated rather than duplicated across your connected business tools.
⚙️
Handle offline and finished chat statuses
Trigger distinct automated workflows whether a customer leaves an offline message or completes a live chat interaction.
🔌
Extend your workflow to team apps
Connect your core JivoChat and SendSafely setup with Slack, Gmail, or Google Drive to keep communication flowing across your entire organisation.
And much more...

Who is JivoChat + SendSafely integration for?

Support teams, client managers, and sales professionals relying on JivoChat and SendSafely eliminate manual file sharing delays and keep customer data secure.

Operations managers
Operations managers
Customer support leads
Customer support leads
Client account managers
Client account managers
Helpdesk agents
Helpdesk agents
Security compliance officers
Security compliance officers
IT auditors
IT auditors
📈
Operations managers
You review chat volumes and transfer logs to measure support efficiency, but your reports rely on manual exports that leave numbers out of date — integrating these apps means every chat and secure file transfer logs instantly so your metrics stay accurate.
Customer support leads
You need to act fast when urgent customer inquiries arrive, but missed offline messages leave you reacting too late — connecting these apps means every offline message triggers instant alerts and secure file handling so your team responds without delay.
🤝
Client account managers
You answer to clients who expect immediate progress updates and secure document delivery, but manual handoffs cause frustrating bottlenecks — this integration means chat transcripts and encrypted files move seamlessly into your workflow for clients to review.
📞
Helpdesk agents
The daily volume of live chats and shared documents is too high for anyone to keep up with by hand, leading to lost attachments — automating both apps means every chat detail and transferred file is captured instantly without manual sorting.
🔒
Security compliance officers
You depend on upstream chat teams to hand over sensitive customer documents securely, but manual sharing introduces compliance risks — with this integration, every shared document receives an extra layer of encryption instantly.
🗂️
IT auditors
You need a reliable history of all customer interactions and document transfers, but manual logging creates audit gaps — automating both apps means every completed chat and secure file transfer maintains a complete history.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate JivoChat + SendSafely

Build and manage your JivoChat + SendSafely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect JivoChat + SendSafely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect JivoChat to SendSafely?
Frequently Asked Questions
You can connect JivoChat to SendSafely using 1-click automation setup on Integrately, along with tools like Salesforce, HubSpot, Zendesk, Gmail, Slack, and Google Drive. Use ready templates or ask Integrately AI to build your custom workflow.
Can I automatically send encrypted files in SendSafely when a chat finishes in JivoChat?
Frequently Asked Questions
Can I connect JivoChat, SendSafely, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for JivoChat and SendSafely?
Frequently Asked Questions
How are visitor updates handled when visitor information is updated in JivoChat?
Frequently Asked Questions
How does a dropzone submission create actions in SendSafely?
Frequently Asked Questions
How can I set up JivoChat and SendSafely automations without coding?
Frequently Asked Questions
Is the JivoChat and SendSafely integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect JivoChat or SendSafely With 1500+ Other Apps

JivoChat
Popular JivoChat Integrations
Connect JivoChat to CRMs, email tools, and messaging platforms to manage and follow up on your customer conversations.
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SendSafely
Popular SendSafely Integrations
Sync SendSafely with cloud storage, security tools, and document management platforms to keep your encrypted files organised.