
When this happens...

Automatically do this!
Assign Tags to Client
Create Client
Search Contact
Create Appointment
Assign Tags to Contact
Search Client
Create Contact
When this happensTriggers
A trigger is an event that starts a workflow.
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
Triggers when a client is added to a tag
Action is the task that follows automatically within your Needle integrations.
Create a new collection
List all your collections
List all files in a collection
Add files to a collection
Find items by text & filters
Delete files from a collection
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To start, connect both your Needle and Whautomate accounts to viaSocket. Once connected, you can set up a workflow where an event in Needle triggers actions in Whautomate (or vice versa).
Absolutely. You can customize how Needle 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 Needle 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 Needle 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.
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
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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