Connect Wati and ERP Docs
Integrate Wati with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Bulk Send Batch from ERP Docs when New Event Occurs in Wati
Get Documents from ERP Docs when When a chatbot is triggered in Wati
Get Workspaces from ERP Docs when When a template message is sent in Wati in Wati
Delete Brand Profile in ERP Docs when When a template message is sent in Wati in Wati
Get Templates from ERP Docs when When a new message is received from a contact in Wati
Popular Wati + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
Wati
When this happens...
New Event Occurs
When a chatbot is triggered
When a template message is sent in Wati
When a session message is sent
When a new message is received from a contact
When a new message arrives in Wati
When a CTA (call-to-action) button is clicked
When a call's status changes
When a new message is received in Wati
When a message you sent is delivered
When a sent message is read in Wati
When a recipient replies to a sent message
When a template message fails to send
Choose an action
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Bulk Send Batch from ERP Docs when New Event Occurs in Wati
Use this flowGet Documents from ERP Docs when When a chatbot is triggered in Wati
Use this flowGet Workspaces from ERP Docs when When a template message is sent in Wati in Wati
Use this flowDelete Brand Profile in ERP Docs when When a template message is sent in Wati in Wati
Use this flowGet Templates from ERP Docs when When a new message is received from a contact in Wati
Use this flowGet Bulk Send Batch from ERP Docs when When a new message is received from a contact in Wati
Use this flowGet Documents from ERP Docs when When a new message is received from a contact in Wati
Use this flowGet Workspaces from ERP Docs when When a new message is received from a contact in Wati
Use this flowGet Workspaces from ERP Docs when When a new message arrives in Wati
Use this flowDelete Brand Profile in ERP Docs when When a call's status changes in Wati
Use this flowSupported Triggers & Actions
Everything you can automate between Wati and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Occurs
Runs when a specific event occurs in Wati.
When a chatbot is triggered
Runs the workflow automatically when a chatbot is triggered in Wati.
When a template message is sent in Wati
Runs the workflow automatically whenever a template message is sent in Wati.
When a session message is sent
Runs the workflow automatically whenever a session message is sent in Wati.
When a new message is received from a contact
Runs the workflow automatically when a new message is received from a contact in Wati.
When a new message arrives in Wati
Runs the workflow automatically whenever a new message arrives in Wati.
Do thisActions
Action is the task that follows automatically within your Wati integrations.
Send WhatsApp Template Message
Send a WhatsApp message using a Wati template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Update Contact Attributes
Update an existing Contact with attributes on WATI.
Find Contacts
Retrieve contacts with optional filters (name, creation date, attributes) and pagination.
Find Messages by WhatsApp Number
Retrieve messages for a specific WhatsApp number.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
Learn moreSimilar apps
About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Wati and ERP Docs accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Wati and ERP Docs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ERP Docs. No coding required.
Yes. You can set up a workflow where Wati triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in Wati . Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Wati and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wati and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
