Apizeal + WhatsApp Notifications

Send a WhatsApp Notifications message for every new contact created in Apizeal

Streamline your client communication with this efficient workflow. Whenever a new contact is created in Apizeal, a tailored message will be dispatched in WhatsApp Notifications immediately. Perfect for businesses aiming to keep their communication timely and personalized, this automation allows you to stay on top of your relationship management, effectively solving any lag in initial client engagement.

When this happens...
Contact Created
Triggers when a new contact is created in Apizeal
TriggerInstant
automatically do this!
Send Message
Sends a message to a WhatsApp user.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new contact is created in Apizeal
Trigger
Instant
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Lead Created
Triggers when a new lead is created in Apizeal
Trigger
Instant
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Quote Created
Triggers when a quote is created in Apizeal
Trigger
Instant
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Form Signed
Triggers when a form is signed in Apizeal
Trigger
Instant
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- TitleRequired
- Description
- StartRequired
- EndRequired
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write

- Effective DateRequired
- Program IDRequired
- User ID
- Income
- Address (JSON)
- Policy Holder First NameRequired
- Policy Holder Middle Name
- Policy Holder Last Name
- Policy Holder Second Last Name
- Policy Holder Email
- Policy Holder Phone
- Preferred Language
- Date of Birth
- Age
- Gender
- Pregnant
- Tobacco User
- Is Applicant?
- Members (JSON array)
- Quantity of Members
Action
Write
- Phone NumberRequired
- DescriptionRequired
- Source (Integration Name)
Action
Write

- Last NameRequired
- Email addressRequired
- PhoneRequired
- Date of BirthRequired
- Search in Contacts, Leads, or both
Action
Search
- Last NameRequired
- Date of BirthRequired
- Zip CodeRequired
- Product Type
Action
Search

Calendar Event Created
Triggers when a calendar event is created in Apizeal
Trigger
Instant
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Policy Created
Triggers when a policy is created in Apizeal
Trigger
Instant
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User Created
Triggers when a user is created in Apizeal
Trigger
Instant
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- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Last Name
- Full Name
- Email AddressRequired
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access RoleRequired
- Source (Integration Name)
Action
Write
- Phone NumberRequired
- DescriptionRequired
- Source (Integration Name)
Action
Write
- Contact IDRequired
- Product Type
Action
Search
- TemplateRequired
Action
Write