Class Participant Updates
This rule gets triggered when an class participant is added, updated or cancelled.
Last updated
This rule gets triggered when an class participant is added, updated or cancelled.
Last updated
Field | Operators |
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Action | Description |
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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
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.