---
description: This rule gets triggered when a new contact is created
---

# When a Contact is created

## Conditions

| Field                      | Operators                                                                                                  |
| -------------------------- | ---------------------------------------------------------------------------------------------------------- |
| 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                                                                                         |
| Channel                    | equals, not equals                                                                                         |
| Last Contact activity time | is between, is on, is before, is after, is less than X period ago (past), is more than X period ago (past) |



***

## Actions

| Action                                           | Description                                                                                                                                                                                                                                         |
| ------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 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 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 chat to unassigned queue                  | Assigns the chat to an unassigned queue for staffs to take action. This can be used in a Bot to Human transfer of the chat.                                                                                                                         |
| Assign chat to Staff                             | Assigns the chat to a staff to take action. This can be used to set a default assignee for action on a Bot to Human transfer of the chat.                                                                                                           |
| Auto Close Conversation                          | Closes the conversation automatically so the bot takes over the conversation the next time the person messages.                                                                                                                                     |
| send WhatsApp message                            | Sends a WhatsApp text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session.                                                                  |
| send WhatsApp interactive message - Buttons      | Sends a WhatsApp message with action buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session.                                                   |
| send WhatsApp interactive message - List options | Sends a WhatsApp message with list options to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session.                                                     |
| send WhatsApp media                              | Sends a WhatsApp media message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                                |
| send WhatsApp audio                              | Sends a WhatsApp audio message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                                |
| Send Instagram Text Message                      | Sends an Instagram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session.                                                                |
| send Instagram media                             | Sends an Instagram media message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                              |
| send Instagram audio                             | Sends an Instagram audio message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                              |
| send Instagram Generic Template                  | Sends an Instagram generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session. |
| send Instagram Quick Replies                     | Sends an Instagram message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from the menu.                                                              |
| Send Messenger Text Message                      | Sends a messenger text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session.                                                                 |
| send Messenger media                             | Sends a messenger media message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                               |
| send Messenger audio                             | Sends a messenger audio message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                               |
| send Messenger Generic Template                  | Sends a messenger generic template message to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages with buttons and carousels as replies to a contact when there is an active session.  |
| send Messenger Quick Replies                     | Sends a messenger message with up to 13 quick reply buttons to the contact based on the conditions and trigger setup in the rule. This can be used to select an option from the menu.                                                               |
| Send Telegram Text Message                       | Sends a Telegram text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session.                                                                  |
| Send Telegram Template Message                   | Sends a Telegram message with buttons to the contact based on the conditions and trigger setup in the rule. This can be used to send interactive messages to a contact when there is an active session.                                             |
| send Telegram media                              | Sends a Telegram media message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                                |
| send Telegram audio                              | Sends a Telegram audio message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                                |
| Send Website Text Message                        | Sends a Website text message to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session.                                                                   |
| send Website media                               | Sends a Website media message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                                 |
| send Website interactive template message        | Sends a Website interactive template message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                  |
| Webhooks by Whautomate                           | Send custom webhook payloads to external applications via RESTful endpoints.                                                                                                                                                                        |
| Send WhatsApp Interactive Message - Flow         | Sends a WhatsApp flow with a CTA to the contact based on the conditions and trigger setup in the rule. This can be used to send replies to a contact when there is an active session.                                                               |
| Send WhatsApp Location Message                   | Sends a WhatsApp location message to the contact based on the conditions and trigger setup in the rule.                                                                                                                                             |
| Request WhatsApp Location Message                | Requests a location message on WhatsApp from the contact based on the conditions and trigger setup in the rule.                                                                                                                                     |
