
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!
Add Lead to campaign
Search Lead
Add Recipient to Unsubscribe List
Resume Lead From All Campaigns
Remove Lead From Unsubscribe
Remove Lead From Campaign
Pause Lead From All Campaign
Unsubscribe a Lead
Mark a Lead From One Campaign as Not Interested
Mark a Lead From One Campaign as Interested
Update Lead From Campaign
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 Lemlist accounts to viaSocket. Once connected, you can set up a workflow where an event in Whautomate triggers actions in Lemlist (or vice versa).
Absolutely. You can customize how Whautomate data is recorded in Lemlist. This includes choosing which data fields go into which fields of Lemlist, setting up custom formats, and filtering out unwanted information.
The data sync between Whautomate and Lemlist 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 Lemlist. 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 Morelemlist is an email outreach platform that enables users to create, send, and track personalized email campaigns. It offers features like automated follow-ups, A/B testing, and detailed analytics to help improve email outreach efforts.
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