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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Status Changed" from Clienty.

Add your action

An action happens after the trigger—such as "Add a Contact" in Wati.

You’re connected!

Zapier seamlessly connects Clienty and Wati, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Lead Status Changed
Triggered when the status of a Lead is changed.
Trigger
Instant
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New Sale
Triggers when a new sale is created.
Trigger
Instant
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- ID prospecto
  Required
- Name
- Last Name
- Email
- Email 2
- Phone
- Phone 2
- Company
- Quality
- Acquisition Channel Name
- Custom Fields
Action
Write
- ID prospecto
  Required
- Monto de venta
  Required
- Descripción
- Fecha de venta (dd-mm-aaaa hh:mm)
Action
Write
- Email body
  Required
- Custom variables prompts
- Custom prompt
Action
Write

New Contact Created
When a new contact is created from an incoming whatsapp message
Trigger
Instant
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- WhatsApp Number
  Required
- Contact Name
  Required
- Custom Params
Action
Write

- WhatsApp Number
  Required
- Template Name
  Required
- Broadcast Name
  Required
- Custom Params
- Phone number
Action
Write

New Lead
Triggers when a new Lead is created.
Trigger
Instant
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New Task
Triggers when a new Task is created.
Trigger
Instant
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- ID prospecto
  Required
- Estado
  Required
Action
Write
- Name
- Last name
- Email
- Phone
- Company
- Message
- Acquisition channel
- Note
- Other fields
- Custom fields
- utm_source
- utm_medium
- utm_content
- utm_campaign
- utm_keywords
Action
Write
- Search
- Lead ID
- Quality
- User ID
- Status ID
- Tag ID
- Landing ID
- Acquisition channel ID
- Sort
- Page
- Limit
Action
Search
New Incoming Message
When there is any incoming message on your number
Trigger
Instant
Try It
- WhatsApp Number
  Required
- Message Text
  Required
Action
Write
- WhatsApp Number
  Required
- Custom Params
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Clienty and Wati to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Clienty to Wati integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Clienty

Clienty centralizes and automates your business process by better tracking prospects.

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Related categories

CRM (Customer Relationship Management)

About Wati

Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.