When a Client is created
This rule gets triggered when a new client is created
Conditions
Field | Operators |
---|---|
Client Tags | includes any, does not include all |
Contact Group | is part of all, is part of any, is not part of |
Contact Tags | includes any, does not include all |
Contact Stage | equals, not equals |
Actions
Action | Description |
---|---|
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. |
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. |
send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rule. |
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. |
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 | Adds tags to 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 | Removes tags from the client based on the conditions and trigger setup in the rule. This can be used to remove the 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 collecting data for new or trial customers. |
Webhooks by Whautomate | Send custom webhook payloads to external applications via RESTful endpoints. |
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. |
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. |
Last updated