Integrate Whautomate with Retently

Trigger NPS/CSAT surveys after client appointments or interactions, sync customer contact details between Whautomate and Retently, and use survey feedback to improve client communication strategies.

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About Whautomate

Whautomate is a tool for managing appointments and contacts. It facilitates scheduling appointments, managing clients, and sending messages through WhatsApp templates.

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Whautomate to Retently

1

Appointment Cancelled

Triggers when an appointment is cancelled in Whautomate
2

New Appointment Scheduled

Triggers when a new appointment is scheduled in Whautomate
3

New Contact Created

Triggers when a new contact is created in Whautomate
4

Appointment Rescheduled

Triggers when an appointment is rescheduled in Whautomate
5

New Client Created

Triggers when a new client is created in Whautomate
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Retently to Whautomate

1

Assign Tag(s) to Contact

Assigns Tag(s) to an existing contact in Whautomate.
2

Create Client

Creates a new Client in Whautomate.
3

Send WhatsApp Template Message

Sends a WhatsApp Template Message to a contact from Whautomate.
4

Search Contact

Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.
5

Assign Tag(s) to Client

Assigns Tag(s) to an existing Client in Whautomate.
6

Create Appointment

Creates an Appointment in Whautomate
7

Create Contact

Creates a new WhatsApp Contact in Whautomate.
8

Search Client

Searches Client based on Name, Phone, or Email in your Whautomate account.

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