Whenever a New Deal is made in Freshworks, automatically send a WhatsApp template message from Celitix

Freshworks CRM

Choose the Trigger App – Freshworks. This is the starting point of automation. According to our use-case scenario, we must select ‘ Unpaid Order ‘ as the trigger event. Connect to your Shopify account to capture the unpaid order detail.

trigger-step

Celitix

Choose the Target App – Celitix. This is the destination point of automation. According to our use-case scenario, we must select ‘ Send Template ‘ as the target event. Connect to your Celitix account where you want to send the template for the trigger in Shopify.

action-step

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