Connect Whautomate and encircle to Build Intelligent Automations

Choose a Trigger

Whautomate

When this happens...

Choose an Action

encircle

Automatically do this!

Enable Integrations or automations with these events of Whautomate and encircle

Enable Integrations or automations with these events of Whautomate and encircle

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.

Explore more automations built by businesses and experts

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 encircle?

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

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

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

How often does the data sync between Whautomate and encircle?

The data sync between Whautomate and encircle 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 encircle?

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 encircle?

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

About encircle

Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.

Learn More