Automation

Detailed guide on Whautomate's automation capabilities to 10X your productivity and sales.

How Whautomate Automation Rules Work

Whautomate helps you streamline customer interactions by letting you create automation rules with triggers, conditions, and actions.

  • Triggers: These define when the automation should begin. They act like a switch that turns on the automation workflow when a specific event occurs in the Whautomate app. For instance, a trigger could be set to initiate when a customer completes a form.

  • Conditions (Optional): These act as a filter within the trigger. You can define conditions to further specify when the automation should execute. Think of conditions as an "if" statement within the trigger. For example, a condition might be to only trigger the automation if the completed form is a specific type, such as a Client Registration Form.

  • Actions: These are the automated tasks that Whautomate performs when the trigger fires (completes all conditions, if any). They represent the "then" part of the workflow. Examples of actions include sending a personalized auto-reply to the customer, assigning the conversation to the appropriate team, or sending a notification to the team member.

By combining triggers, conditions, and actions, you can automate repetitive tasks and tailor your responses to different customer interactions.

Trigger

In Whautomate, an automation trigger is the starting point for an automated workflow. It waits for a specific event to occur, like a new appointment being booked or a message being received. When that event happens, the trigger executes automation.

Whautomate Triggers

  • Incoming WhatsApp Messages: Triggers when a new WhatsApp message is received.

  • Outgoing WhatsApp Messages: Triggers when a WhatsApp message is sent.

  • Appointment Updates: Triggers when an appointment is updated in Whautomate.

  • Happy Birthday Automation: Triggers on a client's birthday.

  • Client Anniversary Automation: Triggers on a client's anniversary.

  • When a Client is created: Triggers when a new client is created in Whautomate.

  • When a Client is added to a Tag: Triggers when a client is added to a tag in Whautomate.

  • When a Client is removed from a Tag: Triggers when a client is removed from a tag in Whautomate.

  • When a Contact is created: Triggers when a new contact is created in Whautomate.

  • When a Contact is added to a Tag: Triggers when a contact is added to a tag in Whautomate.

  • When a Contact is removed from a Tag: Triggers when a contact is removed from a tag in Whautomate.

  • When a Contact Status Changes: Triggers when a contact status changes in Whautomate.

  • When a Client is assigned a Form: Triggers when a form is assigned to a client in Whautomate.

  • When a Client Completes a Form: Triggers when a client completes a form in Whautomate.

  • When someone Completes an anonymous Form: Triggers When someone Completed an anonymous form in Whautomate.

  • Subscription Updates: Triggers when there are updates to client subscriptions in Whautomate.

  • Order Updates: Triggers when there are updates to client orders in Whautomate.

  • Invoice Updates: Triggers when there are updates to client invoices in Whautomate.

  • Credits Usage Updates: Triggers when client credits usage is updated in Whautomate.

  • Class Participant Updates: Triggers when class participant is updated in Whautomate.

  • Incoming Messenger Messages: Triggers when a new Messenger message is received.

  • Outgoing Messenger Messages: Triggers when a Messenger message is sent.

  • Incoming Instagram Messages: Triggers when a new Instagram message is received.

  • Outgoing Instagram Messages: Triggers when an Instagram message is sent.

  • Incoming Telegram Messages: Triggers when a new Telegram message is received.

  • Outgoing Telegram Messages: Triggers when a Telegram message is sent.

  • Incoming Website Messages: Triggers when a new website message is received.

  • Outgoing Website Messages: Triggers when a website message is sent.

  • Shopify - Abandoned Cart: Triggers when a cart is abandoned in Shopify.

  • Shopify - Order Created: Triggers when a new order is created in Shopify.

  • Shopify - Order Fulfilled: Triggers when an order is fulfilled in Shopify.

  • Shopify - Order Cancelled: Triggers when an order is cancelled in Shopify.

  • WooCommerce - Abandoned Cart: Triggers when a cart is abandoned in WooCommerce.

  • WooCommerce - Order Status Changes: Triggers when an order status changes in WooCommerce.

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