Connect Whautomate and InvGate Service Management
Integrate Whautomate with InvGate Service Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Client in Whautomate
Get Categories from InvGate Service Management when New Client in Whautomate
Get Users from InvGate Service Management when New Client in Whautomate
Get Incident Details from InvGate Service Management when New Client in Whautomate
Create User in InvGate Service Management when New Client in Whautomate
Popular Whautomate + InvGate Service Management flows
Start from a real workflow other teams are already running.
Choose a trigger
Whautomate
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
Choose an action
InvGate Service Management
Automatically do this!
Create Incident
Get Categories
Get Users
Get Incident Details
Create User
Create Incident in InvGate Service Management when New Client in Whautomate
Use this flowGet Categories from InvGate Service Management when New Client in Whautomate
Use this flowGet Users from InvGate Service Management when New Client in Whautomate
Use this flowGet Incident Details from InvGate Service Management when New Client in Whautomate
Use this flowCreate User in InvGate Service Management when New Client in Whautomate
Use this flowCreate Incident in InvGate Service Management when New Contact in Whautomate
Use this flowGet Categories from InvGate Service Management when New Contact in Whautomate
Use this flowGet Users from InvGate Service Management when New Contact in Whautomate
Use this flowGet Incident Details from InvGate Service Management when New Contact in Whautomate
Use this flowCreate User in InvGate Service Management when New Contact in Whautomate
Use this flowSupported Triggers & Actions
Everything you can automate between Whautomate and InvGate Service Management.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when a new client is created in whautomate
New Contact
Triggers when a new contact is created
New Appointment Scheduled
Triggers when a new appointment is scheduled
Appointment Cancelled
Triggers when the appointment is cancelled
Appointment Reschedule
Triggers when an existing appointment is reschedule
Client Tag Created
Triggers when a client is added to a tag
Do thisActions
Action is the task that follows automatically within your Whautomate integrations.
Assign Tags to Client
Assigns Tag(s) to an existing Client in Whautomate.
Create Client
Creates a new Client in Whautomate.
Search Contact
Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.
Create Appointment
Creates an Appointment in Whautomate.
Assign Tags to Contact
Assigns Tag(s) to an existing contact in Whautomate.
Search Client
Searches Client based on Name, Phone, or Email in your Whautomate account.
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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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 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 moreSimilar apps
About InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Whautomate and InvGate Service Management 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 Whautomate and InvGate Service Management 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 InvGate Service Management. No coding required.
Yes. You can set up a workflow where Whautomate triggers actions in InvGate Service Management, and a separate workflow where InvGate Service Management triggers actions in Whautomate. 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 Whautomate and InvGate Service Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Whautomate and InvGate Service Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
