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ERPNext Integrations Marketplace

WATI WhatsApp Integration For ERPNext

Seamless Apps. Powerful Results

WATI WhatsApp Business API Integration for ERPNext
Automate WhatsApp notifications directly from ERPNext using WATI. Send order confirmations, invoice reminders, payment alerts, and workflow updates securely through WhatsApp Business API—fully integrated inside ERPNext.

Get Started

ERPNext WhatsApp Automation Using WATI

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.

Why Connect WATI WhatsApp Business API with ERPNext?

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

Automatically send sales order confirmations
Trigger invoice and payment reminders
Notify customers about delivery updates

Reduce manual follow-ups and missed messages

Send approval alerts to managers
Task & Deadline Reminders
This integration is ideal for manufacturing, distribution, education, retail, and service businesses using ERPNext.
Core Features of WATI ERPNext Integration

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

WhatsApp Messaging from ERPNext

Send transactional and workflow-based WhatsApp messages directly from ERPNext using WATI’s official API.

Send messages to customers, suppliers, employees, and users

Supports transactional and activity-based messages

Reliable delivery via WATI platform

WhatsApp Business API compliant

Event-Based Automation

Trigger messages automatically when documents are Created, Submitted, Updated, or Approved.

Configure rules for New, Save, Submit, Update events

Send messages on document status changes

Supports condition-based triggers

Automates workflow communication

Group & Bulk Messaging

Send alerts to predefined teams, customers, or employees based on ERPNext DocTypes.
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 Messaging

Use WhatsApp-approved templates with dynamic ERPNext field mapping for compliant communication.

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 outgoing WhatsApp messages inside ERPNext for auditing and visibility.

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 WhatsApp Integration 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
Configure WATI Account

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

Configure WhatsApp-approved templates and map ERPNext fields.

sTEP 5

Automate Messaging
Messages trigger automatically based on ERPNext document 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.

Sales order confirmations

Invoice & Payment Reminders
Delivery & Shipment Notifications
Support Ticket Alerts
Internal Approval Notifications
Customer Follow-Ups
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

This integration connects ERPNext with WATI’s WhatsApp Business API to enable secure, rule-based messaging automation.

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 for WATI ERPNext Integration?

ERPNext integration experts for WATI WhatsApp Business automation

ERPNext & Frappe Specialists

Certified specialists in ERPNext customization and integrations
WhatsApp API Specialists
Advanced WATI WhatsApp Business API automation expertise.
Secure 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

Faq's

Common Questions & Answers

Get the clarity you need with these commonly asked questions.

What is WATI integration in ERPNext?

It connects ERPNext with WATI to automate WhatsApp Business messaging from ERP workflows.

Does ERPNext support WhatsApp Business API through WATI?
Yes, ERPNext integrates with the official WhatsApp Business API using WATI.
Can ERPNext send automated WhatsApp messages using WATI?
Yes, ERPNext can trigger WhatsApp messages automatically based on events and rules.
Which ERPNext modules support WATI WhatsApp integration?
Sales, CRM, Finance, HR, Support, and workflow-based ERPNext modules.
Can ERPNext send WhatsApp messages to groups via WATI?
Yes, ERPNext supports bulk and group WhatsApp messaging through WATI.

Is WATI ERPNext integration secure and compliant?

Yes, it follows WhatsApp Business API guidelines with secure authentication and logging.

Does WATI integration work on cloud ERPNext deployments?

Yes, it works on both cloud and on-premise ERPNext setups.
Who handles WATI ERPNext integration setup and support?
Tridots Tech manages complete WATI setup, ERPNext integration, and ongoing support.

Get Started with WATI ERPNext Integration

Automate WhatsApp business communication with WATI integration for ERPNext.

Book a Demo

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