How to connect SugarCRM 7+ + WATI
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- New RecordTriggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).Trigger
- Updated RecordTriggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).Trigger
- Create RecordCreates a new record in any module you specify (Leads, Contacts, Tasks, etc.).Action
- Update RecordUpdates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).Action
- Find RecordFinds an existing record in any module you specify (Leads, Contacts, Tasks, etc.).Action
- Find or Create RecordFinds a record or creates on if it does not exist.Action
- New Contact CreatedWhen a new contact is created from an incoming whatsapp messageTrigger
- New Incoming MessageWhen there is any incoming message on your numberTrigger
Add a new contact on WATI
Send a WhatsApp Message to an open session
Send an approved template WhatsApp message
Update an existing Contact with attributes on WATI
- Step 1: Authenticate SugarCRM 7+ and WATI.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.