Deskera + WATI Integration

Integrate Deskera to WATI in one click, or tell Integrately AI how you want each invoice handled. Send notifications, update customer attributes, alert your team, and track payments automatically.

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1.
  • Deskera
    Debit note is created in books in Deskera Instant
  • Deskera
    Bill is updated in books in Deskera Instant
  • Deskera
    Bill is created in books in Deskera Instant
  • Deskera
    Deal is deleted in sales in Deskera Instant
  • Deskera
    Deal is updated in sales in Deskera Instant
  • Deskera
    Contact is deleted in sales in Deskera Instant
  • Deskera
    Contact is updated in sales in Deskera Instant
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Bill is deleted in books in Deskera Instant
  • Deskera
    Invoice is created in books in Deskera Instant
  • Deskera
    Invoice is updated in books in Deskera Instant
  • Deskera
    Invoice is deleted in books in Deskera Instant
  • Deskera
    Debit note is updated in books in Deskera Instant
  • Deskera
    Debit note is deleted in books in Deskera Instant
  • Deskera
    Credit note is created in books in Deskera Instant
  • Deskera
    Credit note is updated in books in Deskera Instant
  • Deskera
    Credit note is deleted in books in Deskera Instant
  • Deskera
    Stock is increased for a product in book in Deskera Instant
  • Deskera
    Stock is reduced for a product in book in Deskera Instant
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI Instant
Arrow Right
2.
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera
  • WATI
    Send template message in WATI
  • WATI
    Send session message in WATI
  • WATI
    Create contact in WATI
  • WATI
    Update contact attributes in WATI

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Ready Workflows Ready Workflows for Deskera + WATI Integration

Send template messages for new invoices, update contact attributes, trigger payment reminders, and keep customer records updated, all in just one click.

Most popular automationsmost-popular-automations
Deskera + WATI Integration

Create WATI contact for new Deskera contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Deskera - WATI integration, anytime a new Deskera contact is created, an WATI contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Deskera + WATI Integration

Send WATI message for new Deskera contact

Anytime a new contact is added to your Deskera, automatically send them a message through WATI letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Deskera - WATI integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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WATI + Deskera Integration

Create Deskera contact for new WATI contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this WATI - Deskera integration, anytime a new WATI contact is created, an Deskera contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Deskera + WATI flow

Send invoice updates to finance tools, notify team channels, and log customer interactions across your stack. Pick a combination and activate it in one click.

Deskera
WATI
+
ShopifyShopify (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
ZoomZoom (4)
S
D
W
Create a Deskera sales invoice for every new Shopify order, and send a template message in WATI
New Shopify orders generate a sales invoice in Deskera and trigger a template message in WATI instantly, so your billing and customer communications stay synchronized.
S
D
W
Add every new Shopify customer as a contact in Deskera, and send a welcome template message in WATI
Shopify customers appear in Deskera as new contacts while WATI sends a welcome template message, keeping your database and customer outreach aligned.
S
D
W
When a Shopify order is updated, update contact attributes in WATI and create a payment entry in Deskera
Updated Shopify order details update customer attributes in WATI and record payment entries in Deskera automatically.
S
C
D
W
Use ChatGPT to summarise every Shopify refund, update the Deskera credit note, and send a WATI notice
ChatGPT summarises refund details from Shopify before Deskera updates credit notes and WATI sends a notification.

Supported triggers and actions for Deskera and WATI

Mix and match to build the exact automation you need

Deskera
Deskera Triggers & Actions
Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
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Instant
Bill is updated in books in Deskera
Triggers the automation when a bill is updated
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Instant
Bill is created in books in Deskera
Triggers the automation when a bill is created.
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Instant
Deal is deleted in sales in Deskera
Triggers the automation when a deal is deleted.
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Instant
Deal is updated in sales in Deskera
Triggers the automation when a deal is updated.
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Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
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Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
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Quotation is created in Deskera
Activates the automation when a new quotation is created
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Instant
Bill is deleted in books in Deskera
Triggers the automation when a bill is deleted.
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Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
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Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
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Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
Try it →
Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
Try it →
Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
Try it →
Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
Try it →
Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
Try it →
Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
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Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
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Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
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Contact is created in Deskera
Triggers the automation when a new contact is created
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CRM Contact is created in Deskera
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Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
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Product is created in Deskera
Triggers the automation when a new product is created
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Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
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Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
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Payment entry is created in Deskera
Triggers the automation when a payment entry is created
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Search invoice in Deskera
Searches for an invoice
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Create payment entry in Deskera
Creates a new payment entry
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Create contact in Deskera
Adds a new contact to the database
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Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
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Create crm contact in Deskera
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Search contact in Deskera
Finds and retrieves contact information
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Search CRM contact in Deskera
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Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
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Search product in Deskera
Searches for a product
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Create product in Deskera
Generates and launch new products
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Create account in Deskera
Generates a new account
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Search account in Deskera
Searches for account information
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Create quotation in Deskera
Generates a new quotation with predefined details
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Update contact in Deskera
Updates contact information with new details
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WATI
WATI Triggers & Actions
Instant
Message is received in WATI
Triggers the automation when a new message is received
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Instant
Reply is received to sent message in WATI
Triggers the automation when a reply is received to a sent message
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Contact is created in WATI
Triggers the automation when a new contact is created
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Instant
Message is read in WATI
Triggers the automation when a message is read by the recipient
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Instant
Message is delivered in WATI
Triggers the automation when a message is delivered
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Send template message in WATI
Sends a reply
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Send session message in WATI
Sends a session message
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Create contact in WATI
Adds a new contact to the database
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Update contact attributes in WATI
Updates contact information with new details
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What can you automate with Deskera + WATI?

Streamline your financial workflows and customer messaging by connecting Deskera and WATI for automated, error-free execution.

What you can automate?
💸
Trigger WhatsApp messages from new Deskera invoices
Send a WATI template message automatically the moment an invoice is created in Deskera books. Customer billing notifications reach buyers instantly without manual sending.
📋
Capture every submitted contact attribute
Map complete customer details from Deskera records into WATI contact attributes instead of basic names alone. Your messaging platform becomes a more useful source for targeted outreach.
🔔
Alert your team as soon as payments arrive
Notify staff members immediately via WATI session messages whenever a new payment entry is recorded in Deskera. Operational teams stay informed without checking accounting books.
🔀
Route messages based on deal stages
Send different WATI template messages depending on whether a Deskera deal is created, updated, or closed. Tailored communication reaches your contacts based on their exact pipeline status.
🔄
Keep contact records synchronized across platforms
Update WATI contact attributes automatically whenever contact details are modified in Deskera sales or books. Your customer database remains accurate across both systems.
🔍
Search and update instead of creating duplicates
Look up existing contacts in Deskera before creating new entries or updating attributes in WATI. Clean records replace redundant entries in your database.
💳
Handle billing changes and credit notes instantly
Generate WATI notifications whenever a bill, debit note, or credit note is created or updated in Deskera books. Financial adjustments trigger immediate client transparency.
💬
Extend your workflow with Slack notifications
Connect Deskera and WATI to Slack so your internal channel receives alerts whenever new invoices or payments are processed. Teams coordinate faster across platforms.
And much more...

Who is Deskera + WATI integration for?

Finance teams, support specialists, and sales managers connect Deskera and WATI to eliminate manual bookkeeping and keep customer messaging fully synchronized.

Financial analysts
Financial analysts
Customer support leads
Customer support leads
Account managers
Account managers
Sales operations teams
Sales operations teams
Fulfillment coordinators
Fulfillment coordinators
Audit controllers
Audit controllers
📈
Financial analysts
You're reviewing books in Deskera but revenue updates only appear after someone manually exports transaction logs, so the financial reports you're presenting are always outdated — this integration means every payment entry lands in your records instantly and your data stays current.
Customer support leads
You need to respond immediately when invoices fail or contacts update, but you find out about billing issues hours later when clients complain — automating both apps means every invoice event triggers instant WhatsApp messaging and your team acts before issues escalate.
🤝
Account managers
You answer to clients who want immediate confirmation when payments clear or quotations are issued, but copying details between systems takes too long — connecting these apps means every Deskera update triggers an instant WATI message and your clients stay informed.
📊
Sales operations teams
The volume of new deals and contacts in Deskera is too high for anyone to keep up by hand, leading to missed customer follow-ups on WhatsApp — automating both apps means every contact creation immediately triggers WATI messaging and your pipeline stays active.
🔄
Fulfillment coordinators
You own the customer onboarding stage and depend on finance to hand over cleared invoices from Deskera before messaging clients in WATI — integrating these apps means payment entries automatically trigger WATI welcome messages and handoffs happen without delay.
📋
Audit controllers
You need a reliable history of all billing communications and financial records, but manual logging keeps leaving gaps between Deskera books and WATI chats — automating both apps means every transaction and message is logged consistently with zero missing entries.
Our team

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Why choose Integrately to automate Deskera + WATI

Build and manage your Deskera + WATI automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Deskera + WATI with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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2
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Automation is ready
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Frequently Asked Questions

How do I connect Deskera to WATI?
Frequently Asked Questions
You can connect Deskera to WATI in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields for your business.
Can I automatically send WhatsApp messages when a new invoice is created in Deskera?
Frequently Asked Questions
Can I connect Deskera, WATI, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Deskera and WATI?
Frequently Asked Questions
How does Deskera handle contact and invoice data in automations?
Frequently Asked Questions
How does WATI handle template messages and contacts?
Frequently Asked Questions
Can I automate Deskera and WATI without coding?
Frequently Asked Questions
Is the Deskera and WATI integration free?
Frequently Asked Questions
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You Can Also Connect Deskera or WATI With 1500+ Other Apps

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WATI
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Sync WATI with customer support, marketing, and sales platforms to streamline messaging and team communication.
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