WeQuote + WhatsApp Business Integrations
Put WeQuote + WhatsApp Business to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between WeQuote and WhatsApp Business
See the kind of workflows teams build with WeQuote and WhatsApp Business below — describe the exact one you want above and the Agent builds it on demand.
WeQuote + WhatsApp Business
When area and area groups are listed in WeQuote, send an update message via WhatsApp Business.
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Create call notes automatically from incoming phone calls
When a call recording is ready in WhatsApp Business, automatically create a detailed meeting note in WeQuote with the call summary and metadata.
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Send SMS notifications when documents are sent for signature
Whenever a document is sent for signature in WeQuote, send an automated SMS message via WhatsApp Business notifying the recipient to review their inbox.
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Append text message content to client notes
When a new inbound SMS is received in WhatsApp Business, append the message text directly to the client's existing note file in WeQuote.
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Browse the full workflow library →
Looking to achieve something else with WeQuote and WhatsApp Business?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for WeQuote and WhatsApp Business
Everything WeQuote and WhatsApp Business can do inside a workflow — the triggers that start one and the actions that run when it fires.
WeQuote Explore WeQuote →
WeQuote is a proposal and quoting platform designed for AV and IT integrators to create estimates and manage product catalogs.
TriggersTriggers when a Customer is created
Triggers when a invoice is created
Triggers when an Invoice status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
List secondary companies added to your WeQuote account
List all areas in a quote
List all areas and area groups in a quote
Add a contact to a customer on WeQuote
Add Documents to Project
Add Notes to Project
Adding the products to the quote in Wequote
Change the status of the Purchase Order in Wequote
Create a new Quote by duplicating and existing Quote.
WhatsApp Business Explore WhatsApp Business →
A messaging platform designed for businesses to communicate with customers through chat, automated replies, and updates.
TriggersTriggers when a message you sent changes status (sent, delivered, read, or failed).
Triggers when a customer sends a message to your WhatsApp Business phone number. Note: the test step shows a static placeholder record because WhatsApp's API does not expose message history. Real messages will only appear in Zap runs after the Zap is turned on and a customer sends a new message.
Send a freeform text message to a WhatsApp user. Can only be sent within 24 hours of the recipient's last message to you. Important: A successful response does NOT guarantee delivery. Use the "Message Status Updated" trigger to track delivery status.
Send a media message (document, image, video, or audio) to a WhatsApp user. Can only be sent within 24 hours of the recipient's last message to you. Important: A successful response does NOT guarantee delivery. Use the "Message Status Updated" trigger to track delivery status.
Sends a template message to a WhatsApp user.
Other Documents & Notes apps on Knit
Explore more Documents & Notes integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Arvo
Arvo is a visual documentation tool that helps businesses create, organize, and share visual operating procedures and playbooks.
Attach
Attach is a document sharing and tracking platform that helps sales teams track when prospects view sent documents and presentations.
AudioPen
AudioPen is an AI-powered voice note app that converts spoken audio recordings into structured, clearly written text summaries.
AuditCase
AuditCase is a cloud-based document management and practice administration software system designed specifically for accounting and auditing practices.
Better Proposals
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
Bidsketch
Bidsketch is a proposal management software that helps freelancers and agencies create, send, and track client proposals.
Buildin.AI
Buildin.AI is an AI-powered collaborative workspace platform for note-taking, document creation, and task management.
Calculator Studio
An interactive spreadsheet and dashboard tool for building custom visual calculators and data models.
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
2Chat
2Chat is a messaging integration platform that enables e-commerce brands to connect WhatsApp accounts to business systems for automated customer support.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
8x8
8x8 is a cloud communications platform providing voice calling, video conferencing, team messaging, and contact center capabilities.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
Adversus Dialer
Adversus Dialer is a cloud-based predictive dialer and contact center platform designed to automate outbound telemarketing calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about WeQuote + WhatsApp Business
Is there a pre-built WeQuote + WhatsApp Business automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches WeQuote and WhatsApp Business's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built WeQuote or WhatsApp Business connector?
No. The Agent works whether or not WeQuote or WhatsApp Business already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why integrate a document management tool like WeQuote with a business phone service like WhatsApp Business?
It automatically logs call history and text messages into centralized documents in WeQuote, ensuring complete records without manual note-taking.
Can sending or signing documents in WeQuote send text messages via WhatsApp Business?
Yes, sending a document for signature in WeQuote can automatically initiate an SMS notification to the client through WhatsApp Business with signature instructions.