# Class Participant Updates ## Conditions | Field | Operators | | ------------------------ | -------------------------------------------------- | | Contact Group | is part of all, is part of any, is not part of all | | Class Participant Status | equals, not equals | | Class Type | equals, not equals | | Client Tags | includes any, does not include all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | send a WhatsApp template message | Sends a WhatsApp template message to the contact based on the conditions and trigger setup in the rule. This can be used to initiate a new conversation using preapproved WhatsApp templates. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. This can be used in conditions to identify contacts in subsequent rules. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from client based on the conditions and trigger setup in the rule. This can be used to remove client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Assign a form and request form to be filled | This action assigns a form template to the underlying client record and sends a WhatsApp message to fill the form. This can be used for surveys post appointment visit, data collection prior to appointment visit. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | Notify Associated Staff via WhatsApp | Sends a WhatsApp template message to assigned staff for the appointment based on the conditions and trigger setup in the rule. This can be used to send notifications to staff who is offering the appointment. | | Notify Client's Primary Staff via WhatsApp | Sends a WhatsApp template message to client's primary staff based on the conditions and trigger setup in the rule. This can be used to send notifications to primary staff of the client. | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.whautomate.com/product-guides/automation/triggers/class-participant-updates.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.