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Whautomate

CommunicationCredentials form

Manage Whautomate clients and contacts, send WhatsApp messages and templates, and read conversations, broadcasts, staff and locations.

Enable WhautomateRead the guide

14 actions

ActionEffectData handledScope
whautomate_list_locationsLists the business locationsreadGeneral
whautomate_list_staffLists staff members, optionally at one locationreadPersonal data
whautomate_search_clientsSearches clients (customers with bookings and profiles) by text, tags, primary location or registration datereadPersonal data
whautomate_get_clientReturns one client with contact details, tags, notes and custom fieldsreadPersonal data
whautomate_create_clientCreates a client with a name and phone number, optionally email, tags, notes, primary location and custom fieldswritePersonal data
whautomate_search_contactsSearches contacts (people who messaged or were added as leads) by text, tag, location or channelreadPersonal data
whautomate_get_contactReturns one contact with phone, stage, tags, notes and custom fieldsreadPersonal data
whautomate_create_contactCreates a contact at a location with a name and phone number, optionally a funnel stage, tags, notes and custom fieldswritePersonal data
whautomate_update_contactUpdates a contact's name, phone, location, stage, tags, notes or custom fieldswritePersonal data
whautomate_list_messagesLists the conversation messages of a contact, newest pages firstreadPersonal data
whautomate_send_whatsapp_textSends a WhatsApp text from a location to a contact, a client or any phone number, now or at a scheduled timewritePersonal data
whautomate_send_whatsapp_templateSends an approved WhatsApp template to a contact, a client or any phone number, with header, body and button parameterswritePersonal data
whautomate_list_broadcastsLists broadcast campaigns with their status, schedule and delivery statisticsreadGeneral
whautomate_list_contact_tagsLists the tags available for contactsreadGeneral