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Create integrations between Whautomate and Way We Do
Add a New User to Way We Do when New Client in Whautomate
Complete a Checklist Step in Way We Do when New Client in Whautomate
Add a Checklist Comment to Way We Do when New Client in Whautomate
Start Checklist Instance in Way We Do when New Client in Whautomate
Find a Checklist by Title in Way-we-do when New Client in Whautomate
Find a Checklist Instance by ID in Way We Do when New Client in Whautomate
Find a Checklist Instance by Title in Way We Do when New Client in Whautomate
Find a Checklist Step by ID in Way-we-do when New Client in Whautomate
Find a Procedure by Title in Way-we-do when New Client in Whautomate
Find a Procedure or Checklist by ID in Way We Do when New Client in Whautomate
Actions and Triggers
When this happensTriggers
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
New Comment
Triggers when a new comment is added to a checklist.
Do thisActions
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.
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Frequently Asked Questions
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 MoreAbout Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
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