Connect Wati and simple-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Choose an Action
Automatically do this!
- Request a new Action for simple-crm
Enable Integrations or automations with these events of Wati and simple-crm
Enable Integrations or automations with these events of Wati and simple-crm
Triggers
New Event
Triggers when a specific event occurs in Wati
Actions
Send Template Based What's App Message
Send a predefined WhatsApp message template with optional parameters to a recipient's phone number.
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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Wati and simple-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Wati triggers actions in simple-crm (or vice versa).
Absolutely. You can customize how Wati data is recorded in simple-crm. This includes choosing which data fields go into which fields of simple-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Wati and simple-crm 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 simple-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.
About Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
Learn MoreAbout simple-crm
Simple CRM is a team collaboration tool to unite company data in one place
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