Connect Wati and Method CRM
Integrate Wati with Method CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Template Message via WATI when Recent Activities from Method CRM
Send Session Message via Wati when Recent Activities from Method CRM
Update Contact Attributes in Wati when Recent Activities from Method CRM
Start Chat Bot in Wati when Recent Activities from Method CRM
List All ChatBots from Wati when Recent Activities from Method CRM
Popular Wati + Method CRM 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
Method CRM
Automatically do this!
Create Activity
Create contact and link to entity
Create customer or lead
Create record in Method CRM
Find Contact
Find customer or lead
Send WhatsApp Template Message via WATI when Recent Activities from Method CRM
Use this flowSend Session Message via Wati when Recent Activities from Method CRM
Use this flowUpdate Contact Attributes in Wati when Recent Activities from Method CRM
Use this flowStart Chat Bot in Wati when Recent Activities from Method CRM
Use this flowList All ChatBots from Wati when Recent Activities from Method CRM
Use this flowSend WhatsApp Template Message via WATI when New Contact Created in Method CRM
Use this flowSend Session Message via Wati when New Contact Created in Method CRM
Use this flowUpdate Contact Attributes in Wati when New Contact Created in Method CRM
Use this flowStart Chat Bot in Wati when New Contact Created in Method CRM
Use this flowList All ChatBots from Wati when New Contact Created in Method CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Wati and Method CRM.
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.
Start Chat Bot
Start a chat bot in specific wati contact.
Assign User
Assign conversation to other user/agent.
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 Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Wati and Method CRM 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 Method CRM 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 Method CRM. No coding required.
Yes. You can set up a workflow where Wati triggers actions in Method CRM, and a separate workflow where Method CRM 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 Method CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wati and Method CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
