Experience the power of the WhatsApp Vtiger Connector for Better Communication as it seamlessly connects WhatsApp and Vtiger CRM. This integration allows you to take your communication strategy to the next level by automatically sending WhatsApp messages whenever a new invoice is created in Vtiger CRM. Stay ahead of important updates, streamline client interactions, and enhance your team’s responsiveness with this dynamic connection.
1. Under “Choose a Trigger”, click on the “When this happens…” dropdown button
2. Type “New invoice”
3. Click on New Invoice
4. Under “Choose an Action”, click on the “automatically do this” dropdown button
5. Type “Send message to new chat”
6. Click on Send Message to New Chat
7. Click on Connect My Apps
8. Click on New Invoice in Vtiger CRM
9. Click on Sign in
10. A new window will open allowing you to enter your Username, AccessKey, and Domain for your Vtiger CRM Account
11. Click on Send Message to New Chat in TimelinesAI
12. Click on Sign in
13. A new window will open allowing you to enter your Token
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