Whautomate and Salesflare
How to connect Whautomate
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- 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.
About Whautomate
Whautomate is a Customer Engagement Platform for businesses of all sizes to boost sales and engagement through various communication channels.
Whautomate operations on Zapier
Triggers (5)
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.
Actions (6)
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.
Searches (2)
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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