Enable Integrations or automations with these events of Wati and salesoptima
Triggers when a specific event occurs in Wati
Send a predefined WhatsApp message template.
Create a new Contact in Wati.
Send a WhatsApp Message to an open session.
Update an existing Contact with attributes on WATI.
Start a chat bot in specific wati contact.
Assign conversation to other user/agent.
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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 Wati and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Wati triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Wati data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between Wati and salesoptima 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 salesoptima. 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 is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
Learn MoreSalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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