
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!
Create Task
Update Task
Delete Task
Get a Task
List Projects
List Boards
List Bookmarks
List Current User
List Discussions
List Tasks
List Templates
List templates group
Create Checklist
Update Checklist
Delete Checklist
Create Task Comment
Create Project Comment
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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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 TeamGantt accounts to viaSocket. Once connected, you can set up a workflow where an event in Whautomate triggers actions in TeamGantt (or vice versa).
Absolutely. You can customize how Whautomate data is recorded in TeamGantt. This includes choosing which data fields go into which fields of TeamGantt, setting up custom formats, and filtering out unwanted information.
The data sync between Whautomate and TeamGantt 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 TeamGantt. 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 MoreTeamGantt is a project management tool that allows teams to plan, schedule, and manage their projects using Gantt charts. It provides a visual timeline for project tasks, making it easier to track progress and collaborate effectively.
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