
When this happens...
New Assistant
New Queries
New Interface
Interface Checkpoint Created
New Tab
New Tile

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 assistant is created.
Triggers when a new query is created.
Triggers when a new interface is created in a specific project.
Triggers when a interface checkpoint is created.
Triggers when a new tab is created in a specific interface.
Triggers when a new tile is created in a specific tab.
Action is the task that follows automatically within your Unify integrations.
Create a new assistant.
Update assistant configuration.
Delete an assistant.
Create a new Project.
Rename a Project.
Creates a new context within a project.

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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 Unify and Whautomate accounts to viaSocket. Once connected, you can set up a workflow where an event in Unify triggers actions in Whautomate (or vice versa).
Absolutely. You can customize how Unify 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 Unify 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 Unify 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.
Unify is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers tools and solutions that integrate AI capabilities into existing workflows, enabling businesses to optimize operations, improve decision-making, and drive innovation.
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