Connect SimpleKPI and WhatsApp to Build Intelligent Automations

Choose a Trigger

SimpleKPI

When this happens...

Choose an Action

WhatsApp

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Enable Integrations or automations with these events of SimpleKPI and WhatsApp

Enable Integrations or automations with these events of SimpleKPI and WhatsApp

Actions

Add KPI entry

Add KPI entry

Add a KPI data entry with a date, actual and target values, and optional notes.

Update KPI entry

Update KPI entry

Update an existing KPI entry for a given date with new actual, target, or notes.

Send WhatsApp Message

Send WhatsApp Message

Sends a new template message to a specified contact on WhatsApp.

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Frequently Asked Questions

How do I start an integration between SimpleKPI and WhatsApp?

To start, connect both your SimpleKPI and WhatsApp accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in WhatsApp (or vice versa).

Can we customize how data from SimpleKPI is recorded in WhatsApp?

Absolutely. You can customize how SimpleKPI data is recorded in WhatsApp. This includes choosing which data fields go into which fields of WhatsApp, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SimpleKPI and WhatsApp?

The data sync between SimpleKPI and WhatsApp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SimpleKPI to WhatsApp?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SimpleKPI and WhatsApp?

Yes, you can set conditional logic to control the flow of data between SimpleKPI and WhatsApp. 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.

SimpleKPI

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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WhatsApp

About WhatsApp

WhatsApp is a widely used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.

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