Event-based Triggers
Start an automation from real ERP events: an invoice becoming overdue, a delivery being confirmed, or a field on a contact record changing.
Communication Hub
Follow up automatically — never miss a customer moment
Set rules that trigger WhatsApp messages automatically when business events happen — an overdue invoice, a completed delivery, or a contact field change.
Problems it solves
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Following up with customers manually after every invoice or delivery is time-consuming and inconsistent.
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Overdue invoices go unpaid because no one sends a timely reminder.
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New customers are not onboarded with a welcome message because it falls off the to-do list.
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Automation tools from other platforms have no visibility into ERP events and data.
Key capabilities
Date-reached Triggers
Schedule messages to fire when a date field is reached — send a renewal reminder 7 days before a contract expiry, for example.
Approved Template Actions
Every automated message uses a Meta-approved template, ensuring reliable delivery even outside active conversation windows.
Automation Builder
Build and manage automation rules through a guided interface — choose the trigger, pick the template, map the variable fields, and activate.
Automation Log
Every send attempt is logged with its trigger, target record, outcome, and any error message — full traceability with no black box.
Per-contact Controls
Contacts can be excluded from specific automations, and each automation can be paused or deactivated without deleting it.
Availability: Included in Communication Hub and Business Complete plans, or available as an add-on through Build Your Package.