Workflow Automation for WhatsApp, CRM and Sheets
One order, typed once, in every system that needs it.
A customer’s WhatsApp order is read once and written into your CRM, your order sheet and a confirmation email, with each step logged. The workflow runs in accounts you own, and the moment a step fails, a person is told.
From a WhatsApp message to three systems in a minute.
Every build has a clear trigger, a clear outcome and a log in between. Here the trigger is one customer message; the outcome is a CRM record, an order row and a confirmation, and the weekly report goes out on its own schedule.
The order arrives on WhatsApp
Sofia K. asks for two boxes of green tea for Friday. An approved template reply tells her within seconds that the order is in.
The customer record is updated in the CRM
Her existing contact is found and the order is attached to it, so nobody types her name, number or address again.
A row lands in the order sheet
The order number, the items and the delivery day are written to the sheet your dispatch team reads.
The confirmation email goes out, and a follow-up is scheduled
The same order number appears in the email. If Sofia goes quiet, a reminder follows on day two.
The tools you already run, joined together.
Each connection moves a record from where it starts to every place it belongs, on a schedule or the moment it changes.
WhatsApp Business
Replies, order updates and follow-ups on the channel your customers read. Sent through the official business interface with approved templates and within its sending limits, so your number is never put at risk; each conversation is logged to your CRM or sheet.
CRM, sheets and email
Records move between the tools you already use, on a schedule or the moment something changes. No copying job is left for a person.
New enquiries
Every lead is answered at once, assigned by rules you set and followed up on a schedule until a person takes over. A lead that goes quiet gets a nudge, one that replies is sent to a person straight away, and a summary arrives each week.
Anything with an interface
Two systems that each expose an interface can be connected to each other, whether or not a ready-made connector exists.
Four moments a person takes over.
The workflow carries the routine. At each of these it stops and tells someone.
A step fails
You are alerted at once, or we are on an operations engagement. A run never fails without someone knowing.
A hot lead replies
The person who owns the lead is told the moment the reply arrives, with the conversation attached.
Anything the rules do not cover
The run waits for a person, as the order above the credit limit did, and carries on once someone decides.
A system changes how it works
When one of your apps changes its interface, the failing step raises an alert. The fix is small work, or covered on an operations engagement.
The order is typed once and lands in three places.
A single message starts the workflow. It writes the same order to your CRM, your order sheet and a confirmation email, alerts a person when a step fails, and keeps a log of every run.
An automation that stops without telling anyone does more harm than none.
Yours runs around the clock on your own accounts, and it is built so that anyone can see what it did and when it failed.
Alerts on failure
The moment a run fails, you are told, or we are on an operations engagement.
The tool chosen for your case
Picked by running cost and reliability for your volume, never by habit, with the reasoning set out in the proposal.
A written map
Every workflow is handed over with a map, in everyday words, of what runs when and where.
Your accounts from day one
Every tool, account and key sits in your name from the first day of the build.
Four things you always get.
Whatever the size of the work, these come with it.
A written brief
What we agreed to build, in one document.
A fixed price
Set in the proposal, before work starts.
Staging + approval
You see it and approve it before it goes live.
Documentation
How it works and how to change it, handed over.
Before we wire anything.
Send any other question in writing; a written answer follows within one business day.
Which platform do you build it on?
The one that runs your case most reliably at the lowest running cost, judged on volume and complexity. The choice and the reasoning behind it are written into the proposal.
What happens when one of our apps changes?
The step that depends on it fails with an alert instead of stopping without a word. Putting it right is small work, or covered on an operations engagement.
Can WhatsApp be automated without risking our number?
Yes. Messages go through the official business interface, using approved templates and within its sending limits, with nothing from the grey market that could get a number blocked. Each conversation is logged to your CRM or sheet.
Do we own the workflows?
Yes. They run in accounts you hold from the first day, with every key in your name, and a written map records what runs where.
Not sure what you need? Ask in writing.
Describe the work in a few lines. We will reply in writing within one business day with what we would build and how.