
When this happens...
Message Notification

Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new message is received.
Triggers when a new customer is created.
Triggers when a customer is updated.
Trigger when a new supplier is created.
Triggers when a supplier is updated.
Triggers when a new contact is created.
Action is the task that follows automatically within your WhatsApp Business Cloud integrations.
List Templates available in the specific phone number.
Text messages can be sent in customer-initiated conversations only
Send Template Message
WhatsApp human inteterface.
Retrieve the list of all users
Create an Purchase.

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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 WhatsApp Business Cloud and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp Business Cloud triggers actions in karlia (or vice versa).
Absolutely. You can customize how WhatsApp Business Cloud data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between WhatsApp Business Cloud and karlia 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 WhatsApp Business Cloud and karlia. 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.
WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
Learn MoreKarlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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