
When this happens...
New Client
New Contact
New Appointment Scheduled
Appointment Cancelled
Appointment Reschedule
Client Tag Created
Client Tag Removed
New Invoice
Invoice Sent
Invoice Paid

Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create Campaign
Create Client
Fetch Client Messages
Send Text Message
List All Attributes
Create Attribute
Update Attribute
Delete Attribute
Send Templates
Create Template
Send Private Message
Toggle Chat Open / Closed
Enable / Disable Bot Responses
Assign Employees to a Client
Unassign Employees from a Client
Update an Employee’s Role
Create a New Employee
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new client is created in whautomate
Triggers when a new contact is created
Triggers when a new appointment is scheduled
Triggers when the appointment is cancelled
Triggers when an existing appointment is reschedule
Triggers when a client is added to a tag
Action is the task that follows automatically within your Whautomate integrations.
Assigns Tag(s) to an existing Client in Whautomate.
Creates a new Client in Whautomate.
Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.
Creates an Appointment in Whautomate.
Assigns Tag(s) to an existing contact in Whautomate.
Searches Client based on Name, Phone, or Email in your Whautomate account.

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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 Whautomate and Heltar accounts to viaSocket. Once connected, you can set up a workflow where an event in Whautomate triggers actions in Heltar (or vice versa).
Absolutely. You can customize how Whautomate data is recorded in Heltar. This includes choosing which data fields go into which fields of Heltar, setting up custom formats, and filtering out unwanted information.
The data sync between Whautomate and Heltar 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 Whautomate and Heltar. 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 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 MoreHeltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn More