WhatsApp Business Automation Built Into Your CRM
Stop manually downloading a PDF and attaching it to a WhatsApp chat. ServiceKhata360 connects to the official WhatsApp Cloud API and sends invoices, estimates and status updates automatically, triggered by real events in your CRM.
Combined with Automation Workflows, WhatsApp becomes your default channel for keeping customers informed — without extra manual work.
What Does WhatsApp Automation Do?
It connects your CRM events — invoice created, complaint resolved, AMC about to expire — to outgoing WhatsApp messages sent via the official Cloud API, with dynamic variables like customer name and amount due.
⚙️ Event-Triggered Messages
Fire a WhatsApp message automatically when a workflow event happens.
💬 Two-Way Chat
See WhatsApp chats and message history linked to the customer record.
📄 Document Delivery
Attach and send invoice/estimate PDFs directly in the message.
Problems This Module Solves
📤 Manual PDF Sharing
Downloading and re-uploading PDFs to WhatsApp for every customer wastes time.
Wasted Time😶 Forgotten Follow-ups
Status updates get skipped when the team is busy, hurting customer experience.
Customer Experience📵 Unofficial Tools
Risky third-party WhatsApp automation tools can get numbers banned.
Compliance RiskKey Features
Official API, connected to real CRM data — not a bolt-on chat tool.
Official WhatsApp Cloud API
Messages send through Meta's official Cloud API, keeping your business number compliant and reliable.
- ✓ Official, compliant integration
- ✓ Message delivery status
Automation Workflow Triggers
Combine with Automation Workflows so events like "Invoice Created" or "Complaint Resolved" send a WhatsApp message with no manual step.
- ✓ Event-based triggers
- ✓ Dynamic message variables
Chat History on the Customer Record
WhatsApp sessions and messages are logged against the customer, so any team member can see the conversation history alongside billing and service records.
- ✓ Linked chat history
- ✓ Templates for common messages
Built For Businesses That Live on WhatsApp
If your customers already expect updates over WhatsApp, automating it from your CRM removes the manual bottleneck without changing how customers reach you.
🧾 Billing-Heavy Businesses
Auto-send every invoice and payment receipt the moment it's created.
🔁 AMC & Recurring Services
Send renewal and visit reminders automatically before they're due.
See WhatsApp Automation in ServiceKhata360
We'll show workflow triggers, message templates and live delivery via the Cloud API.
👉 Explore: Automation Workflows • Estimate & Invoice
Why teams use this module
- ✓ Official WhatsApp Cloud API
- ✓ Event-triggered automation
- ✓ Chat history on customer record
- ✓ No unofficial/risky tools