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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new form is submitted in Gravity Forms.
Triggers when a new client is created in whautomate
Triggers when a new contact is created
Triggers when a new appointment is scheduled
Triggers when the appointment is cancelled
Triggers when an existing appointment is reschedule
Action is the task that follows automatically within your Gravity Forms integrations.
Assigns Tag(s) to an existing Client in Whautomate.
Creates a new Client in Whautomate.
Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.
Creates an Appointment in Whautomate.
Assigns Tag(s) to an existing contact in Whautomate.
Searches Client based on Name, Phone, or Email in your Whautomate account.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Gravity Forms and Whautomate accounts to viaSocket. Once connected, you can set up a workflow where an event in Gravity Forms triggers actions in Whautomate (or vice versa).
Absolutely. You can customize how Gravity Forms data is recorded in Whautomate. This includes choosing which data fields go into which fields of Whautomate, setting up custom formats, and filtering out unwanted information.
The data sync between Gravity Forms and Whautomate 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 Gravity Forms and Whautomate. 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.
Gravity Forms is a powerful and flexible WordPress plugin that allows users to create custom forms for their websites. It offers a wide range of features including conditional logic, file uploads, and multi-page forms, making it ideal for collecting information, conducting surveys, and managing user registrations.
Learn MoreWhautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.
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