Connect Whautomate to AI agents

Connect Whautomate to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Triggers

message_sent

Message Sent

Triggered when an outgoing message is sent to a contact on any channel (WhatsApp, Instagram, Messenger, Telegram, Live Chat).

invoice_update

Invoice Update

Triggered when an invoice is created or its status changes to draft, paid, pending, or sent.

class_participant_update

Class Participant Update

Triggered when a class participant status changes — booked, rescheduled, cancelled, visited, waitlisted, or no-show.

contact_event

Contact Event

Triggered when a contact is created, or when tags are added to or removed from a contact.

client_event

Client Event

Triggered when a client is created, or when tags are added to or removed from a client.

appointment_update

Appointment Update

Triggered when an appointment is booked, rescheduled, cancelled, visited, waitlisted, or marked as no-show.

message_received

Message Received

Triggered when a new incoming message is received from a contact on any channel (WhatsApp, Instagram, Messenger, Telegram, Live Chat).

More integrations teams use with Whautomate

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Whautomate

Send and receive omnichannel messages across WhatsApp, Instagram, Telegram, Messenger, and Live Chat. Manage clients and contacts with tagging and segmentation. Schedule and manage appointments, group classes, and participant bookings. Create and send broadcast messages to segmented audiences. Manage services, service categories, staff availability, and business locations. Handle invoices and track payment statuses. Register webhooks to receive real-time notifications for incoming/outgoing messages, client and contact events, appointment updates, class participant updates, and invoice changes.

Connect Whautomate to production AI agents

See how Metorial gives Whautomate access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Whautomate to AI agents with Metorial.

  1. Can Metorial connect Whautomate to AI agents?
    Yes. Metorial connects AI agents to Whautomate through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.