Benefits of 4me and WhatsApp integrationsThe benefits of integrating 4me and WhatsApp include increased communication and efficiency in task management. With the ability to trigger processes in 4me through WhatsApp messages and receive real-time notifications, users can stay informed and on track with their workload without constantly switching between apps.
How to Integrate 4me and WhatsApp?We use the trigger module to perform app-to-app integration processes with Autom Mate. The direction of the integration is determined. For example, let’s design a process for opening a service record in 4me, using WhatsApp as the trigger app.
Step 1: Selecting the Trigger AppThe app that will trigger the flow is selected from the trigger app catalog.
Step 2:The conditions under which the selected trigger will perform its task are defined.
Step 3:Define the credentials.
Step 4:The trigger event can be linked to a condition. (This section is optional)
Step 5In this step, we will determine the action to be taken in WhatsApp. The WhatsApp library is selected from the app catalog under the left menu, and the text action is dragged and dropped into the flow l oop.
Step 6:The Data Manager section is where the fields that will be used in the process in both apps are defined. In the scenario where a notification is sent from WhatsApp when a request record is opened in the 4me application, all the relevant fields come into the data manager without the need to go to the application and check the created records in 4me. As shown in the image, the ID of the record for which we want the message to be sent is specified. In the Data Manager, we can select the field where the process will be performed.
Step 7:The flow is ready. Now you can complete the integration process by running it.
Top Use Cases of 4me and WhatsApp IntegrationAutom Mate offers integration features between 4me and other programs, which increases the functionality of your 4me app by integrating other apps for asset management, monitoring, message notifications, and more. Here are some examples of 4me and WhatsApp integration:
1) Whatsapp Chatbot
When a service is unavailable, create a request by visiting the service catalog and opening an incident ticket. Inquire about the progress of the ticket they previously opened. The sending of content like photographs and movies is possible through the use of pre-made templates for communication.
2) Alert Notification Service
The 4me notification service bot can easily inform you of important system alerts and cautions. To receive notifications, combine 4me with services like WhatsApp, MS Exchange, Twilio, Slack, and more.
3) User Onboarding
Following the guidelines laid out in the Service Catalog request, the Onboarding Process bot makes it possible to add a new user and their email address to an Active Directory and Exchange Mail account. It adds the new user to the relevant department’s distribution and security groups so they may access the department’s emails, files, and folders. Before a new person starts working for your company, their account and access privileges are set up.
4) CMDB Populate
Transfer the devices to a centralized CMDB from the tools for monitoring the network, servers, and applications. It enables you to maintain a current central inventory database on your ITSM tool at all times.