Popular Plutio + WATI Workflows
Create WATI contact for new Plutio proposal
But what if you could automatically create a contact in WATI each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new contact in WATI.
Send WATI message for new Plutio task
With this integration, you can automatically send message through WATI to the relevant parties whenever a new task is created in your Plutio system. This way, you can be sure that everyone is always on the same page and that no important information falls through the cracks.
So if you're looking for a better way to stay organized and keep your team informed, give this Plutio - WATI integration a try.
Create Plutio task for new WATI contact
When you create a contact in WATI, do you also create a task in Plutio? 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.
Create Plutio person for new WATI contact
But don't worry anymore. With this Plutio Salesforce integration, you can connect your contact and person records, so that when a new contact is created in WATI, you'll automatically receive a corresponding person record in Plutio.
When Contact is created in WATI > Check any condition > Create Task in Plutio
When Task is updated in Plutio > Check any condition > Send session message from WATI
When Task is updated in Plutio > Check any condition > Send template message from WATI
When Task is updated in Plutio > Check any condition > Create contact in WATI
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