Automate Your Customer Service With WhatsApp Business Cloud & Asana

Automate your customer service with WhatsApp Business Cloud and Asana. This workflow streamlines support by capturing customer inquiries through a form, sending instant WhatsApp responses, and creating support tickets in Asana. Enhance efficiency, improve response times, and ensure no customer query goes unanswered.

7/8/2025
7 nodes
Simple
manualsimpleformtriggerwhatsappsticky noteasana
Categories:
Manual TriggeredSimple WorkflowProject Management
Integrations:
FormTriggerWhatsAppSticky NoteAsana

Target Audience

This workflow is ideal for:
- Small Business Owners who want to automate customer inquiries and improve response times.
- Customer Support Teams looking to streamline their ticketing process and integrate with existing tools.
- Marketing Professionals who need to collect customer information and feedback through forms.
- Freelancers who manage multiple clients and require efficient task management and communication solutions.

Problem Solved

This workflow addresses the challenge of managing customer inquiries effectively. It automates the process of:
- Collecting customer information through a form.
- Sending immediate responses via WhatsApp, ensuring customers feel acknowledged.
- Creating support tickets in Asana for better task management and follow-up, reducing the risk of missed inquiries.

Workflow Steps

  • Form Submission: Customers fill out the 'Contact Us!' form, providing their name, phone number, and details about their problem.
    2. WhatsApp Notification: Upon form submission, an automated message is sent via WhatsApp to the customer, acknowledging their inquiry and assuring them of a prompt response.
    3. Create Support Ticket: Simultaneously, a support ticket is created in Asana, logging the customer's issue for the team to address, ensuring no inquiries are overlooked.

    • Customization Guide

    To customize this workflow:
    - Modify the Form: You can adjust the fields in the form to gather specific information relevant to your business needs.
    - Update WhatsApp Message: Change the text body in the WhatsApp node to reflect your brand's voice and the type of customer service you offer.
    - Integrate Other Tools: If you use different task management software, replace the Asana node with your preferred tool.
    - Adjust Notifications: Consider adding email notifications for customers who prefer email communication, requiring additional setup with an SMTP server.