Whautomate and Salesflare

How to connect Whautomate

When new Appointment Scheduled in Whautomate, create meeting, then create call in Salesflare.
When new Client Created in Whautomate, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Contact Created in Whautomate, find or create contact in Salesflare.

Whautomate is a Customer Engagement Platform for businesses of all sizes to boost sales and engagement through various communication channels.

Start a workflow when this happens

Appointment Cancelled — Triggers when an appointment is cancelled in Whautomate.
Appointment Rescheduled — Triggers when an appointment is rescheduled in Whautomate.
New Appointment Scheduled — Triggers when a new appointment is scheduled in Whautomate.
New Client Created — Triggers when a new client is created in Whautomate.
New Contact Created — Triggers when a new contact is created in Whautomate.

Things Salesflare can make it do

Assign Tag(s) to Client — Assigns Tag(s) to an existing Client in Whautomate.
Assign Tag(s) to Contact — Assigns Tag(s) to an existing contact in Whautomate.
Create Appointment — Creates an Appointment in Whautomate.
Create Client — Creates a new Client in Whautomate.
Create Contact — Creates a new WhatsApp Contact in Whautomate.

Show 1 more actions

Send WhatsApp Template Message — Sends a WhatsApp Template Message to a contact from Whautomate.

Look up existing records

Search Client — Searches Client based on Name, Phone, or Email in your Whautomate account.
Search Contact — Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.

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