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ERPNext Wati Integration

Seamless Apps. Powerful Results

WATI Integration for ERPNext

Integrate WATI WhatsApp Business API with ERPNext to send automated notifications and messages to customers and teams through a secure, scalable ERPNext integration.

Get Started

ERPNext WATI WhatsApp Business API Integration

Tridots Tech enables WATI WhatsApp Business API integration for ERPNext to automate WhatsApp messaging for ERP events and workflows, centralizing customer and internal communication.

6 POWERFUL FEATURES

Why Choosing the Right ERP Matters for Your Business

Choosing the right ERP system directly impacts

Smart Lead Tracking

Track every lead, score them automatically, and never miss an opportunity.

Unified Conversations

Email, SMS, and chat — all in one place for complete customer history.

Custom Workflows

Build forms, fields, and processes your way. No compromises.

Smart Automation

Automate tasks, follow-ups, and approvals. Focus on closing deals.

Visual Pipelines

See your entire sales process in one glance with drag-and-drop ease.

50+ Integrations

Connect seamlessly with tools you already use — calendars, email, and business apps.

Your Flexible, Affordable Business Solution

Why Integrate WATI with ERPNext?

ERPNext WATI integration automates WhatsApp Business messaging directly from ERP workflows.

Automated WhatsApp messaging in ERPNext

Instant alerts to customers & teams

Event-based message triggers

Reduced follow-ups & email

Centralized WhatsApp communication

Ideal for SMEs, enterprises, service providers, sales teams, support teams, and fast-growing businesses.

Key Features of WATI ERPNext Integration

Automate WhatsApp messaging, event triggers, and communication workflows directly from ERPNext using WATI WhatsApp Business API.

WhatsApp Messaging via WATI

Send WhatsApp messages from ERPNext using WATI’s WhatsApp Business API.

Send messages to customers, suppliers, employees, and users

Supports transactional and activity-based messages

Reliable delivery via WATI platform

WhatsApp Business API compliant

Rule-Based & Event-Driven Messaging

Trigger WhatsApp messages based on ERPNext activities.

Configure rules for New, Save, Submit, Update events

Send messages on document status changes

Supports condition-based triggers

Automates workflow communication

Group Messaging Support

Send WhatsApp messages to predefined groups.

Create WhatsApp groups based on ERPNext DocTypes

Send messages to multiple recipients in one action

Useful for sales teams, employees, and customers

Controlled and configurable message delivery

Template-Based WhatsApp Messaging

Use WhatsApp-approved templates through WATI.

Create and manage WhatsApp message templates

Supports dynamic variables from ERPNext fields

Auto-populates values from documents

Ensures WhatsApp compliance

Message Logs & Tracking

Track all WhatsApp messages sent from ERPNext.

Centralized message logs inside ERPNext

View sent messages with details

Helps auditing and troubleshooting

Improves communication transparency

Key Features of WATI ERPNext Integration

Automate WhatsApp messaging, event triggers, and communication workflows directly from ERPNext using WATI WhatsApp Business API.

WhatsApp Messaging via WATI

Send WhatsApp messages from ERPNext using WATI’s WhatsApp Business API.

Send messages to customers, suppliers, employees, and users

Supports transactional and activity-based messages

Reliable delivery via WATI platform

WhatsApp Business API compliant

Rule-Based & Event-Driven Messaging

Trigger WhatsApp messages based on ERPNext activities.

Configure rules for New, Save, Submit, Update events

Send messages on document status changes

Supports condition-based triggers

Automates workflow communication

Group Messaging Support

Send WhatsApp messages to predefined groups.

Create WhatsApp groups based on ERPNext DocTypes

Send messages to multiple recipients in one action

Useful for sales teams, employees, and customers

Controlled and configurable message delivery

Template-Based WhatsApp Messaging

Use WhatsApp-approved templates through WATI.

Create and manage WhatsApp message templates

Supports dynamic variables from ERPNext fields

Auto-populates values from documents

Ensures WhatsApp compliance

Message Logs & Tracking

Track all WhatsApp messages sent from ERPNext.

Centralized message logs inside ERPNext

View sent messages with details

Helps auditing and troubleshooting

Improves communication transparency

Our Research-Driven Design Process

We follow a structured, iterative process that uncovers valuable insights and translates them into effective design solutions.

Planning

We establish research goals, questions, and methodologies aligned with your business objectives.

Research Plan

Participant Recruitment Criteria

Interview Guides

Test Plan

Research

We conduct primary and secondary research using qualitative and quantitative methods.
User Interviews

Surveys

Competitive Analysis

Heuristic Evaluation

Analysis

We synthesize research data to identify patterns, insights, and opportunities.

Affinity Diagrams

User Personas

Journey Maps

Insight Reports

Wireframing

We translate research insights into visual concepts that address user needs.

Information Architecture

User Flows
Wireframes
Interactive Prototypes

Validation

We test wireframes with users to validate solutions before development.
Usability Testing
Preference Testing
Validation Report
Iteration Plan

How WATI Messaging Works in ERPNext

Send WhatsApp messages from ERPNext using WATI rules and templates.

Accounting

Automate bookkeeping, GST invoicing & reporting in real time.

Buying

Manage the entire procurement cycle from RFQ to PO effortlessly.

Selling

Drive higher sales & deliver smoother customer experience.

CRM

Improve lead conversion, sales tracking, and customer relationships.

Asset Management

Monitor, upgrade & report asset flows in real time.

Projects

Deliver projects on time with team assignment and task tracking.

HR & Payroll

Manage onboarding, payroll, shifts, leaves, and appraisals.

Help Desk / Support

Track tickets, issues, and provide seamless customer support.

Website & CMS

Build your web portal, blog, and product pages in one place.

sTEP 1

WATI Account Setup

Create and configure your WATI WhatsApp Business account.

sTEP 2

Generate API Credentials

Get API URL, token, and WhatsApp number from WATI dashboard.

sTEP 3

Configure ERPNext WATI Settings

Enter WATI credentials and settings in ERPNext.

sTEP 4

Create Message Templates

Create WhatsApp templates and map ERPNext fields.

sTEP 5

Trigger Messages Automatically

Messages are sent based on ERPNext rules and events.

STEP 4

Note:

Telegram notifications support both individual chats and group chats.

Business Use Cases of WATI ERPNext Integration

We are a team of innovative UI/UX designers turning ideas into intuitive, visually striking websites and mobile apps. From branding to prototyping, we craft fast-loading static websites that ensure a strong, efficient online presence for every business.

Customer Notifications

Sales Communication

Internal Alerts

Workflow Updates

Bulk & Group Messaging

Support Communication

Task & Deadline Reminders

️Websites for Services & Businesses

Showcase your services, establish credibility, and make it easy for visitors to contact you—ideal for consultants, traders, salons, accountants, cafes, gyms, clinics, and more.

Product Marketing Websites

Highlight your product features, benefits, and calls to action for industries like automobiles, electronics, online courses, eBooks, and SaaS applications.

Personal Websites & Blogs

Tell the world who you are with a personal portfolio, blog, or identity site—perfect for influencers, authors, freelancers, and professionals.

Portfolio Websites

Showcase your creative work through images or videos—ideal for designers, architects, photographers, creative studios, and agencies.

Your Flexible, Affordable Business Solution

Technical Overview

ERPNext WhatsApp integration via WATI enabling real-time business communication and alerts.

ERPNext

vs

Traditional Software

Platform

ERPNext

Framework

Frappe

Messaging Channel

WhatsApp Business API (via WATI)

Supported ERPNext Versions

v13, v14

API Provider

WATI

Category

ERP Communication Integration
License

Commercial / Custom Deployment

iOS Application Development Company

At Tridots Tech, one of the leading iPhone app development companies, we understand what it takes to deliver exceptional, high-performing iOS applications that meet your expectations and business goals. With 18+ years of experience in iOS development, innovation, and research, we have the expertise to handle everything—from creating brand-new apps to enhancing or debugging existing iOS applications.

Build Strong iOS Brand Presence & Recognition

Reach High-Value iOS Users Worldwide

Drive Revenue with Mobile App Solutions

Stay Ahead with Innovative iOS App Development

Deliver Fast, Secure & High-Performance iOS Applications

Enhance Customer Engagement & Loyalty with iPhone Apps

60% Higher User Retention with iOS Apps

Faster Load Times & Seamless App Performance

Boost App Store Ranking & Downloads

Top-Grade App Security & Data Privacy

WATI Setup & Configuration

Tridots Tech handles the complete WATI ERPNext integration setup.

WATI account and API configuration

WhatsApp number mapping

ERPNext rule and trigger setup

Template creation and variable mapping

Group messaging configuration

Message log and validation testing

Build a Strong Digital Presence & Brand Identity

Attract More Visitors & Generate Quality Leads

Improve User Experience with Responsive Design

Enhance Business Efficiency through Automation

Achieve Better SEO & Online Visibility

Drive Revenue with Scalable Web Solutions

STEP 4

Note:

Tridots Tech handles end-to-end setup, testing, and deployment.

Installation & Deployment

The WATI integration is deployed as a custom Frappe application within ERPNext.

Business Analysis

Understand your business needs and identify the right ERP strategy for maximum impact.

ERP Implementation

Deploy ERPNext tailored to your workflows — fast, efficient, and with minimal disruption.

Customization

Adapt ERP features to match your industry-specific processes and business goals.

Integration

Connect ERPNext with third-party tools like payment gateways, CRMs, or e-commerce platforms.

Data Migration

Securely transfer your legacy data into ERPNext without loss or duplication.

Support & Maintenance

Ensure smooth, ongoing ERP operations with expert support and timely updates.

01

Flexible Deployment

Secure setup on cloud or on-premise ERPNext

02

Cloud Compatible

Works with Frappe Cloud, AWS, DigitalOcean

03

Production-Ready
Secure logging and monitoring

Why Choose Tridots Tech?

ERPNext integration experts for WATI WhatsApp Business automation

ERPNext & Frappe Specialists

Certified professionals in ERPNext customization and integrations.

WhatsApp Automation Experts

Deep expertise in WATI and WhatsApp Business API workflows.

Secure & Reliable Integration

Best practices for authentication, logging, and API security.

End-to-End Support

From WATI setup to ERPNext deployment, training, and support.

Our Research-Driven Design Process

We follow a structured, iterative process that uncovers valuable insights and translates them into effective design solutions.

Planning

We establish research goals, questions, and methodologies aligned with your business objectives.

Research Plan

Participant Recruitment Criteria

Interview Guides

Test Plan

Research

We conduct primary and secondary research using qualitative and quantitative methods.
User Interviews

Surveys

Competitive Analysis

Heuristic Evaluation

Analysis

We synthesize research data to identify patterns, insights, and opportunities.

Affinity Diagrams

User Personas

Journey Maps

Insight Reports

Wireframing

We translate research insights into visual concepts that address user needs.

Information Architecture

User Flows
Wireframes
Interactive Prototypes

Validation

We test wireframes with users to validate solutions before development.
Usability Testing
Preference Testing
Validation Report
Iteration Plan

ERPNext WooCommerce Integration – Business Benefits

Trusted ERPNext experts delivering secure, scalable Twilio communication integrations.

Accounting

Automate bookkeeping, GST invoicing & reporting in real time.

Buying

Manage the entire procurement cycle from RFQ to PO effortlessly.

Selling

Drive higher sales & deliver smoother customer experience.

CRM

Improve lead conversion, sales tracking, and customer relationships.

Asset Management

Monitor, upgrade & report asset flows in real time.

Projects

Deliver projects on time with team assignment and task tracking.

HR & Payroll

Manage onboarding, payroll, shifts, leaves, and appraisals.

Help Desk / Support

Track tickets, issues, and provide seamless customer support.

Website & CMS

Build your web portal, blog, and product pages in one place.

Order Automation

Online Store Order Automation

Inventory Sync

Inventory Sync Across Channels

Fast Fulfillment

Faster Dispatch & Fulfillment

Centralized Operations

Centralized ERP E-Commerce Operations

Scalable Growth

Scalable D2C & Retail Growth

Get Started with WATI ERPNext Integration

Automate WhatsApp business communication with WATI integration for ERPNext.

Book a Demo

Faq's

Common Questions & Answers

Get the clarity you need with these commonly asked questions.

Is ERPNext a good alternative to Microsoft Dynamics 365?

Yes, ERPNext is a cost-effective cloud ERP alternative with faster deployment and easier customization.

Why is ERPNext cheaper than Microsoft Dynamics 365?

ERPNext is open-source and has no licensing or per-user fees, which lowers overall ERP costs.

Which ERP is better for small and mid-sized businesses?

ERPNext is better suited for SMBs because it is flexible, affordable, and easy to scale.
Does ERPNext offer the same features as Microsoft Dynamics 365?
Yes, ERPNext includes accounting, inventory, HR, CRM, manufacturing, and automation in one system.
How long does ERPNext implementation take compared to Dynamics 365?
ERPNext can go live in weeks, while Microsoft Dynamics usually takes several months.

Is ERPNext cloud-based like Microsoft Dynamics 365?

Yes, ERPNext supports cloud, on-premise, and hybrid ERP deployment.

Can ERPNext handle manufacturing and multi-location businesses?

Yes, ERPNext is widely used for manufacturing and multi-branch business operations.
Is ERPNext easier to customize than Microsoft Dynamics?
Yes, ERPNext allows easier workflow and feature customization without heavy consulting.

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