Connect Wati and salesoptima to Build Intelligent Automations

Choose a Trigger

Wati

When this happens...

Choose an Action

salesoptima

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Enable Integrations or automations with these events of Wati and salesoptima

Enable Integrations or automations with these events of Wati and salesoptima

Triggers

New Event

New Event

Triggers 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 salesoptima?

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).

Can we customize how data from Wati is recorded in salesoptima?

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.

How often does the data sync between Wati and salesoptima?

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.

Can I filter or transform data before sending it from Wati to salesoptima?

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 salesoptima?

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

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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salesoptima

About salesoptima

SalesOptima 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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