Connect Wati and Finaeo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event Occurs
Choose an Action
Automatically do this!
- Request a new Action for Finaeo
Enable Integrations or automations with these events of Wati and Finaeo
Enable Integrations or automations with these events of Wati and Finaeo
Triggers
New Event Occurs
Runs when a specific event occurs in Wati.
Actions
Send Template Based WhatsApp Message
Send a predefined WhatsApp message 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.
Start Chat Bot
Start a chat bot in specific wati contact.
Assign User
Assign conversation to other user/agent.
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Frequently Asked Questions
To start, connect both your Wati and Finaeo accounts to viaSocket. Once connected, you can set up a workflow where an event in Wati triggers actions in Finaeo (or vice versa).
Absolutely. You can customize how Wati data is recorded in Finaeo. This includes choosing which data fields go into which fields of Finaeo, setting up custom formats, and filtering out unwanted information.
The data sync between Wati and Finaeo 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 Wati and Finaeo. 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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
Learn MoreAbout Finaeo
Finaeo is a digital marketplace empowering independent life and health insurance brokers to increase efficiency and take clients from prospect-to-policy.
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