Connect LionDesk and Whautomate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Assign Tags to Client
Create Client
Search Contact
Create Appointment
Assign Tags to Contact
Search Client
Create Contact
Ready to use LionDesk and Whautomate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
New Client
Triggers when a new client is created in whautomate
New Contact
Triggers when a new contact is created
New Appointment Scheduled
Triggers when a new appointment is scheduled
Appointment Cancelled
Triggers when the appointment is cancelled
Appointment Reschedule
Triggers when an existing appointment is reschedule
Do thisActions
Action is the task that follows automatically within your LionDesk integrations.
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all contacts.
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Frequently Asked Questions
To start, connect both your LionDesk and Whautomate accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Whautomate (or vice versa).
Absolutely. You can customize how LionDesk 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 LionDesk 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 LionDesk 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.
About LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn MoreAbout Whautomate
Whautomate 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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