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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Client Tag Created
Triggers when a client is added to a tag
Do thisActions
Action is the task that follows automatically within your Nifty integrations.
Create Task
Creates a new task in a specific project or workspace.
Create Project
Creates a new project within an organization or team.
Create Milestone
Creates a new milestone to track project progress.
Search User Details
This endpoint fetch the user information.
Create Portfolio
creates new portfolio
Create Document
creates a new document.
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Frequently Asked Questions
To start, connect both your Nifty and Whautomate accounts to viaSocket. Once connected, you can set up a workflow where an event in Nifty triggers actions in Whautomate (or vice versa).
Absolutely. You can customize how Nifty 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 Nifty 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 Nifty 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 Nifty
Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.
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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