---
description: Integrate Whautomate with 7000+ apps using Zapier and Whautomate Integration.
---

# Zapier

## Supported Triggers and Actions

The list of Triggers is currently available for use. 👇

**Triggers**

* **New Appointment Scheduled:** Triggers when a new appointment is scheduled in Whautomate.
* **Appointment Rescheduled:** Triggers when an appointment is rescheduled in Whautomate.
* **Appointment Cancelled:** Triggers when an appointment is cancelled in Whautomate.
* **New Client Created:** Triggers when a new client is created in Whautomate.
* **New Contact Created:** Triggers when a new contact is created in Whautomate.

**Actions**

* **Assign Tag(s) to Client:** Assigns Tag(s) to an existing Client in Whautomate.
* **Assign Tag(s) to Contact:** Assigns Tag(s) to an existing contact in Whautomate.
* **Create Appointment:** Creates an Appointment in Whautomate.
* **Create Client:** Creates a new Client in Whautomate.
* **Create Contact:** Creates a new WhatsApp Contact in Whautomate.
* **Send WhatsApp Template Message:** Sends a WhatsApp Template Message to a contact from Whautomate.
* **Search Client:** Searches Client based on Name, Phone, or Email in your Whautomate account.
* **Search Contact:** Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.

## Get Started

1. Go to the **Integrations** page in the Whautomate platform then scroll down and select the **Zapier** connect button to continue.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F1Od1lroscLWAkfz5F9I7%2Fimage.png?alt=media&#x26;token=bd386a17-ca79-4467-93fb-1c8dcf5cf9d8" alt=""><figcaption></figcaption></figure>

2. [Zapier](https://zapier.com/) allows you to connect Whautomate with thousands of apps on [Zapier, ](https://zapier.com/apps)with some useful examples such as Google Sheets, Google Calendar, Salesforce, Gmail, Slack, Webhooks by Zapier, Google Drive, Mail Chimp, Hubspot, Facebook Lead Ads, Shopify, WooCommerce, Calendly, and many more.&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FM9o70fd0GTgnXWzU3iJq%2Fimage.png?alt=media&#x26;token=5fae4968-e5f9-4d4b-9229-39ea2f42666c" alt=""><figcaption></figcaption></figure>



## Quickly Automate using Zapier's templates.

1. Scroll down on the Whautomate Zapier Integration page to view the list of popular Whautomate **Zapier** templates.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Fl0nWUMsYZKPOTlfSrQjn%2Fimage.png?alt=media&#x26;token=d3b40704-23aa-46b5-b92b-07c5620d6d12" alt=""><figcaption></figcaption></figure>

2. Select the Zapier template you want to automate from the list. Click the **"Use this Zap"** button to get started.
3. Not finding what you're searching for? Click the **"Create from scratch"** link to initiate a new Zapier automation. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FMqof8toydvm9HdhbdQYi%2Fimage.png?alt=media&#x26;token=6b612401-13e3-4ba1-a2f8-3f3f86198a0e" alt=""><figcaption></figcaption></figure>



## Create a New Zap

1. Click the [**"Create from Scratch"**](https://zapier.com/webintent/create-zap/?utm_source=partner\&utm_medium=embed\&utm_campaign=app_directory_element) link in the Whautomate app to create a new Zap automation rule.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FUXjorkiH5CDxgNGOlayh%2Fimage.png?alt=media&#x26;token=61b8583b-94cb-4cbf-8a71-4eedefd3b584" alt=""><figcaption></figcaption></figure>

(or) Go to the Zapier app, click the **"Create"** button and Select the **"Zaps (Automated workflows)"** option to create a new Zap automation rule.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FinNTUFfl4Bwp6WPdpsEI%2Fimage.png?alt=media&#x26;token=5bec5203-03ee-4492-b013-822995166f6a" alt=""><figcaption></figcaption></figure>

## 1. Setup Trigger

In this tutorial, We will demonstrate how to add new Whautomate contacts to Google Sheets using Zap as an example.

1. Search and select the **Whautomate** app in the App Event to trigger the Zap when a new contact is created at Whautomate.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F4aLUVo4yriSzo3Fnc2tr%2Fimage.png?alt=media&#x26;token=59d502fa-2232-4d77-937f-591e8ee622f9" alt=""><figcaption></figcaption></figure>

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FBGRR2Etx29hS6PRevlPB%2Fimage.png?alt=media&#x26;token=78f8dddd-88fd-4e71-80b0-fa81dea26968" alt=""><figcaption></figcaption></figure>

2. Search and Choose the **"New Contact Created"** for the Trigger Event then continue.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FNq2sFanZyM1xXrrTBo8v%2Fimage.png?alt=media&#x26;token=b5e122ee-f443-4b56-9d28-0166f7ce3147" alt=""><figcaption></figcaption></figure>

### Connect Whautomate

1. Click the **"Sign in"** button and Allow Zapier to access your Whautomate Account.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F0MQVNzev5wVxkqS3jUyo%2Fimage.png?alt=media&#x26;token=f7529c0c-7bd9-4545-8728-e3f3d138e982" alt=""><figcaption></figcaption></figure>

2. Copy the **API Host** and **API key** from the **Whautomate REST API** integration page and paste them into the designated fields to connect your Whautomate account. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F4CLLx1rKBlKylX9R3Bdh%2Fimage.png?alt=media&#x26;token=d9fa773e-bd4a-486d-9c21-d86105ae8983" alt=""><figcaption></figcaption></figure>

3. Go to the **Integrations** page in the Whautomate platform then scroll down and select the **Rest API** **Connect** or **Edit Setup** button to continue.&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FrOujnceO7LHXL2tVLsxv%2Fimage.png?alt=media&#x26;token=8e179e61-a7e5-49b1-82f1-1f98789cf134" alt=""><figcaption></figcaption></figure>

4. Copy the **"API Host"** URL and Paste it on the Zapier integration page API Host field.
5. Click the **"New API Key"** button and Enter the key name(optional) Eg. Zapier Integration.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FEs5c4wMG9dEM6oPEoida%2Fimage.png?alt=media&#x26;token=271544cc-04c4-4a2d-a261-30b2c1574bfc" alt=""><figcaption></figcaption></figure>

6. Copy the **"API Key"** below marked and Paste it on the Zapier integration page API Host field.

{% hint style="warning" %}
Caution: Safeguard your API Key! Keep it secure to prevent unauthorized access.
{% endhint %}

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F68xjMswI9eJMkCyoIzBN%2Fimage.png?alt=media&#x26;token=9b93a3b0-ce10-4b2a-828b-228961fee8e3" alt=""><figcaption></figcaption></figure>

7. Once you have pasted the **API Host** URL and **API Key,** click the **"Yes, continue to Whautomate"** button to successfully connect the Whautomate account. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FRA2CZRopJTTpcGl9UAhk%2Fimage.png?alt=media&#x26;token=29bf4766-6eae-4f6f-9afb-8b89a627b3d8" alt=""><figcaption></figcaption></figure>

8. Once connected to your Whautomate account, please click the **"Continue"** button.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FDZKoh6ghwPyd9JyYuaVH%2Fimage.png?alt=media&#x26;token=58329d47-1bb2-492a-a4ba-5175e51fad6a" alt=""><figcaption></figcaption></figure>

## 2. Test Trigger

1. Click the **"Test Trigger"** button to verify the contacts in your Whautomate account. If no contacts are found, you will need to create one.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F6oKduhGWaNA8f6hLMxK5%2Fimage.png?alt=media&#x26;token=53a1ef65-6fed-404a-9b0b-f41dc78c6d34" alt=""><figcaption></figcaption></figure>

2. Please verify your contacts are found correctly, Select the contact record you want to test and Then click the **"Continue with selected record"** button.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FCBpCDf1JfG8WQvBCpmHL%2Fimage.png?alt=media&#x26;token=9e5075d2-5518-4ca0-b5a2-2414072a6aad" alt=""><figcaption></figcaption></figure>

## 3. Setup Action

1. Select the **Google Sheets** in the app event to trigger the Zap when a new contact is created on the Whautomate app.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FFo9xEOBPEzBgQyhktGAh%2Fimage.png?alt=media&#x26;token=5baf111a-ff3c-4d14-be04-1a42dfc68afd" alt=""><figcaption></figcaption></figure>

2. Search and Choose the "Create Spreadsheet Row" for the Action Event then continue.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FIKqOFWEwExa0cS387CO9%2Fimage.png?alt=media&#x26;token=f9d2d074-e115-40a3-8deb-75c081ce50b3" alt=""><figcaption></figcaption></figure>

### Connect Google Sheets

1. Click the **"Sign in"** button, and then Zapier will direct you to the following page.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Fwerr1vWpK8MDS0AiWJ88%2Fimage.png?alt=media&#x26;token=8bd014b4-4b8a-4238-a91e-242f8a60a6d5" alt=""><figcaption></figcaption></figure>

2. Select your Google account or Use another account option to add an existing account or create a new account. After the creation, the new account will appear in the selection. 👇
3. Once connected to your Google account, Please click the **"Continue"** button.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Fx7tahP6c1Zlpbve8USEa%2Fimage.png?alt=media&#x26;token=316b5646-a54e-47cb-ab7e-d3551f6a554c" alt=""><figcaption></figcaption></figure>

4. Now, select the option for **My Google Drive**. Then, choose your Google Spreadsheet or create one if you don't have it, and select the Worksheet option Eg. **Sheet1** option to continue.

Eg. I have already created one the name is ABC Business Contacts. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FLlUc0KC0ZJ08nChFekyy%2Fimage.png?alt=media&#x26;token=3767a4cd-172e-463b-8559-b6ed3bf37efe" alt=""><figcaption></figcaption></figure>

5. Add headers in the spreadsheet, as shown in the picture below. This is an example of contact details obtained from Whautomate that I want to save in the spreadsheet. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F5Tz1LHFKxd3g7ezl4Ieb%2Fimage.png?alt=media&#x26;token=861b22f1-9df4-4151-93d7-f3b1e075ff21" alt=""><figcaption></figcaption></figure>

6. Set up your Whautomate contact fields to match your spreadsheet headers. Then click the continue button. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FvtZ68YvPIlXoBTuPvaOK%2Fimage.png?alt=media&#x26;token=cf6c77a8-9a42-4c8f-9e15-a4e144d74a85" alt=""><figcaption></figcaption></figure>

## 4. Test Action

1. Click the **"Test Step"** button to verify that the spreadsheet received the test contact has been created.&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FcywBE51GaDRJSGsbEE1l%2Fimage.png?alt=media&#x26;token=164e83b7-c15b-4039-a105-405bc61561fd" alt=""><figcaption></figcaption></figure>

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FnkwqyT1SO3K43YvBnrHg%2Fimage.png?alt=media&#x26;token=b306a1f3-008d-4352-81fc-2c1499fd3da0" alt=""><figcaption></figcaption></figure>

2. Click **"Publish"** after confirming that the test contact details have been successfully created in the spreadsheet. 👇

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FJvHVpTTJi9RmgSLTKnnm%2Fimage.png?alt=media&#x26;token=4617682d-184e-4123-869a-0940af03f7aa" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Created a new **"Whautomate Contacts to Google Sheets"** zap automation rule successfully. Now, go to your Whautomate account and create a new contact to test it!
{% endhint %}

3. You can always modify, enable, or rename your Zap on the My Zaps page.

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FozUcFCdooZWR87ZV8s9n%2Fimage.png?alt=media&#x26;token=941d8179-dcab-48f6-82da-3074e960241c" alt=""><figcaption></figcaption></figure>

