IntegrationsWhautomateAlteryx
Whautomate + Alteryx

Connect Whautomate and Alteryx to Build Intelligent Automations

Choose a Trigger

Whautomate

When this happens...

Choose an Action

Alteryx

Automatically do this!

Enable Integrations or automations with these events of Whautomate and Alteryx

Enable Integrations or automations with these events of Whautomate and Alteryx

Triggers

New Client

New Client

Triggers when a new client is created in whautomate

New Contact

New Contact

Triggers when a new contact is created

New Appointment Scheduled

New Appointment Scheduled

Triggers when a new appointment is scheduled

Appointment Cancelled

Appointment Cancelled

Triggers when the appointment is cancelled

Appointment Reschedule

Appointment Reschedule

Triggers when an existing appointment is reschedule

Client Tag Created

Client Tag Created

Triggers when a client is added to a tag

Actions

Assign Tags to Client

Assign Tags to Client

Assigns Tag(s) to an existing Client in Whautomate.

Create Client

Create Client

Creates a new Client in Whautomate.

Search Contact

Search Contact

Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.

Create Appointment

Create Appointment

Creates an Appointment in Whautomate.

Assign Tags to Contact

Assign Tags to Contact

Assigns Tag(s) to an existing contact in Whautomate.

Search Client

Search Client

Searches Client based on Name, Phone, or Email in your Whautomate account.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Whautomate and Alteryx?

To start, connect both your Whautomate and Alteryx accounts to viaSocket. Once connected, you can set up a workflow where an event in Whautomate triggers actions in Alteryx (or vice versa).

Can we customize how data from Whautomate is recorded in Alteryx?

Absolutely. You can customize how Whautomate data is recorded in Alteryx. This includes choosing which data fields go into which fields of Alteryx, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Whautomate and Alteryx?

The data sync between Whautomate and Alteryx 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 Whautomate to Alteryx?

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 Whautomate and Alteryx?

Yes, you can set conditional logic to control the flow of data between Whautomate and Alteryx. 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.

Whautomate

About Whautomate

Whautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.

Learn More
Alteryx

About Alteryx

Alteryx is a leading platform for data blending and advanced analytics, empowering data analysts and scientists to easily prepare, blend, and analyze data from various sources. With its intuitive drag-and-drop interface, Alteryx simplifies complex data processes, enabling users to generate insights and make data-driven decisions efficiently.

Learn More