Connect followup-crm and Wbiztool to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for followup-crm
Choose an Action
Automatically do this!
Send Advance Whatapp Message
Send Image File With Text on WhatsApp
Send Text Only Whatsapp Message
Send PDF File With Text on WhatsApp
Enable Integrations or automations with these events of followup-crm and Wbiztool
Enable Integrations or automations with these events of followup-crm and Wbiztool
Actions
Send Advance Whatapp Message
Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.
Send Image File With Text on WhatsApp
Send Image WhatsApp message from your personal WhatsApp account with any trigger.
Send Text Only Whatsapp Message
Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.
Send PDF File With Text on WhatsApp
Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your followup-crm and Wbiztool accounts to viaSocket. Once connected, you can set up a workflow where an event in followup-crm triggers actions in Wbiztool (or vice versa).
Absolutely. You can customize how followup-crm data is recorded in Wbiztool. This includes choosing which data fields go into which fields of Wbiztool, setting up custom formats, and filtering out unwanted information.
The data sync between followup-crm and Wbiztool typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between followup-crm and Wbiztool. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About followup-crm
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
Learn MoreAbout Wbiztool
Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.
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