Connect webCRM and 2Chat
Integrate webCRM with 2Chat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in 2Chat when New Activity Is Created in webCRM
Create Channel in 2chat when New Activity Is Created in webCRM
Set WhatsApp About on 2Chat when New Activity Is Created in webCRM
Send WhatsApp Text Message via 2Chat when New Activity Is Created in webCRM
Check Phone Number On WhatsApp on WhatsApp via 2Chat when New Activity Is Created in webCRM
Popular webCRM + 2Chat flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
Choose an action
2Chat
Automatically do this!
Create Contact
Create Channel
Set WhatsApp About
Send WhatsApp Text Message
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
Create Contact in 2Chat when New Activity Is Created in webCRM
Use this flowCreate Channel in 2chat when New Activity Is Created in webCRM
Use this flowSet WhatsApp About on 2Chat when New Activity Is Created in webCRM
Use this flowSend WhatsApp Text Message via 2Chat when New Activity Is Created in webCRM
Use this flowCheck Phone Number On WhatsApp on WhatsApp via 2Chat when New Activity Is Created in webCRM
Use this flowCreate WhatsApp Group in 2Chat when New Activity Is Created in webCRM
Use this flowAdd Participants to a WhatsApp Group using 2chat when New Activity Is Created in webCRM
Use this flowCreate Contact in 2Chat when New Delivery in webCRM
Use this flowCreate Channel in 2chat when New Delivery in webCRM
Use this flowSet WhatsApp About on 2Chat when New Delivery in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and 2Chat.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
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 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your webCRM and 2Chat 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 webCRM and 2Chat 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 2Chat. No coding required.
Yes. You can set up a workflow where webCRM triggers actions in 2Chat, and a separate workflow where 2Chat triggers actions in webCRM. 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 webCRM and 2Chat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM and 2Chat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
