Popular easybill + WATI Workflows
Share updated easybill order via WATI message
Create easybill contact for new WATI contact
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 - easybill integration, anytime a new WATI contact is created, an easybill 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.
Create easybill task for new WATI contact
When you create a contact in WATI, do you also create a task in easybill? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
When Contact is created in WATI > Check any condition > Create task in easybill
When Contact is created in WATI > Check condition > Create contact in easybill
When Contact is created in WATI > Check condition > Create Customer in easybill
When Contact is created in WATI > Check condition > Create customer group in easybill
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easybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.
See easybill IntegrationsWATI is a Customer Communication Platform on WhatsApp. The technology enables brands to manage their customer experience, connect with millions of customers on WhatsApp and automate their business processes.
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