Connect Wati and Flexie CRM to Build Intelligent Automations

Choose a Trigger

Wati

When this happens...

Choose an Action

Flexie CRM

Automatically do this!

Enable Integrations or automations with these events of Wati and Flexie CRM

Enable Integrations or automations with these events of Wati and Flexie CRM

Triggers

New Event Occurs

New Event Occurs

Runs when a specific event occurs in Wati.

Request a new Trigger for Wati

Actions

Send Template Based WhatsApp Message

Send Template Based WhatsApp Message

Send a predefined WhatsApp message template.

Add Contact

Add Contact

Create a new Contact in Wati.

Send Session Message

Send Session Message

Send a WhatsApp Message to an open session.

Update Contact Attributes

Update Contact Attributes

Update an existing Contact with attributes on WATI.

Start Chat Bot

Start Chat Bot

Start a chat bot in specific wati contact.

Assign User

Assign User

Assign conversation to other user/agent.

Request a new Action for Wati

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Frequently Asked Questions

How do I start an integration between Wati and Flexie CRM?

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

Can we customize how data from Wati is recorded in Flexie CRM?

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

How often does the data sync between Wati and Flexie CRM?

The data sync between Wati and Flexie CRM 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 Wati to Flexie CRM?

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 Wati and Flexie CRM?

Yes, you can set conditional logic to control the flow of data between Wati and Flexie CRM. 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.

Wati

About Wati

Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.

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Flexie CRM

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

Learn More