WhatConverts integration
Use WhatConverts in Zoft workflows, voice agents, chat agents and AI employees. Use WhatConverts from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 4 actions
- 2 triggers
- Starts with
New Lead - ZoftAgent or workflow decides what happens next
- Then in WhatConvertsCreate Lead
- AndUpdate Lead
Zoft + WhatConverts
What Zoft can do with WhatConverts.
- 01Voice agentsA phone agent can use WhatConverts actions such as Create Lead and Update Lead during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update WhatConverts while it talks to the customer.
- 03WorkflowsStart a workflow when “New Lead” happens in WhatConverts, or use WhatConverts as any step on the canvas.
- 04AI employeesAn AI employee can find and use WhatConverts actions on its own, and ask for your approval before it sends or changes anything important.
Actions 4
Things Zoft can do in WhatConverts.
- Find LeadFind a lead by various criteria.
- Create LeadCreate a new lead in WhatConverts.
- Update LeadUpdate an existing lead's attributes by its ID.
- Export LeadsRetrieves all leads from an account, handling pagination automatically.
Triggers 2
Events in WhatConverts that can start a workflow.
- New LeadFires when a new lead is received.
- Updated LeadFires when an existing lead is updated in WhatConverts.
Setup
Connect WhatConverts in three steps.
- 01ConnectChoose WhatConverts in Connections and enter the account details WhatConverts asks for, such as a store name or token.
- 02Put it to workAdd WhatConverts as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
WhatConverts on Zoft, answered.
What can Zoft do with WhatConverts?
Zoft supports 4 actions and 2 triggers for WhatConverts. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect WhatConverts to Zoft?
Choose WhatConverts in Connections and enter the account details WhatConverts asks for, such as a store name or token.
Can a voice agent or chat agent use WhatConverts?
Yes. Once WhatConverts is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in WhatConverts without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.