# If the customer number is not in WA, then send a text/email or perform another action

If the client's number is not registered in WhatsApp, our special trigger can track this and perform two actions: fill in the field and/or change the stage of the deal.

Then on changing the field or changing the stage you can trigger the actions you need: send an SMS to the number, send an email, set a task for the manager, etc.

## Instructions with screenshots on how to set up a trigger to check the number in WhatsApp

1\) Go to the funnel settings in amoSRM.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FGaryscl8pwXFr4b4JLdo%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2013.52.17.png?alt=media\&token=8cf1af69-4747-41ac-8ad8-f00270e5ef05)

2\) Under the status where you are supposed to check the numbers, click on the empty box.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FaHU762e1wGj1vV9VFUYf%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.06.03.png?alt=media\&token=854c8980-05a5-49c9-97b6-5139563ec500)

3\) Select the WABA Radist.Online trigger. This trigger will check for WhatsApp presence on the numbers when transactions are created or transition.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FYDvdOCFkldREiGBhDRf5%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-04-06%20%D0%B2%2013.36.17.png?alt=media\&token=5de61021-dacd-4200-a8d1-4e1dc3712ed1)

4\) Set the trigger to execute "When transitioning or creating in a step". Click "Configure".

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FBFp2093lDbWH1X5FyhHK%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-04-06%20%D0%B2%2013.38.26.png?alt=media\&token=f89fec23-c156-4ca4-85a9-91d417d81310)

5\) This will open a window for configuring the trigger.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FHxwfcc9IWBdi8C5BTRvk%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-04-06%20%D0%B2%2013.39.21.png?alt=media\&token=963aab5c-e98a-446b-ad1b-4db150565754)

6\) The integration will check the existence of WhatsApp in the main contact's first number. The first number of the main contact is shown in the screenshot.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FtzG1Cgdv98ZN8ouOjhns%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.17.00.png?alt=media\&token=a5de6fe9-05c7-4d01-82bc-826dad9de832)

7\) Based on the number check, you can perform 2 actions simultaneously or one of the two:

* fill in the box
* change the lead stage

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FWINTmk5DVlTLKnx8QMaP%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-04-06%20%D0%B2%2013.41.18.png?alt=media\&token=cd487c49-07b4-48b9-a2db-0e8ab3da380a)

### 8) Action fill in the field.

The field in the contact card with the type "flag" is filled in.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FRhliO2t0IMIDJTW6Oce4%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.24.45.png?alt=media\&token=b1b646b0-3d01-4f93-991f-512b42bc4708)

9\) To create a field with the "toggle switch" type, go to the field settings in the contact card.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FbzL90jb06vVHfZR5bt6w%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.26.27.png?alt=media\&token=76dc2f77-8b35-4e08-ac8f-5daf05aeceb6)

Click the "Add field" button - select the field type "toggle switch" - name the field - save - close the field settings.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FmSS0Oqa4L5DCC8D1QLG2%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.29.09.png?alt=media\&token=05c5d9b3-5187-4cfa-bd99-5d5cdec9141b)

10\) Once the field is filled out, it can be used when setting up salesbot.

11\) Once the field is filled out, it can be used when setting up salesbot.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FHyqviPgLd66k0P6WqLUe%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-04-06%20%D0%B2%2013.45.03.png?alt=media\&token=6c5cf2ec-14e4-489e-a1c8-aa8de9c2c4ab)

After launching in salesbot select "Condition" by the created field with the type "toggle switch" in the contact card.

If the field has an own value of "Yes", then . (you can send a message to WhatsApp).

If the field has an intrinsic value "No", then ... (you can send an email, set a task to the manager, send an internal message to the manager, change the stage of the deal, configure texting, etc.)

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FieVViIZlqFbv6hQ1Fuv9%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.38.22.png?alt=media\&token=75920cbc-3a01-4195-98ff-be3c28242353)

Salesbot put to be executed at transition or creation in the stage after 1 minute (delay is necessary if the number verification trigger does not have time to work before salesbot).

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FJ5E96a2DTX1Y1b98UyZM%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-02-28%20%D0%B2%2014.40.14.png?alt=media\&token=b27ab88e-896f-4881-96f6-585489626ad5)

### 12) Action to change the stage of the transaction.

For this action, you need to select or create 2 statuses, where the transaction will move, based on the number check.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2F9vm2jyztod8sAlKnzyPq%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-04-06%20%D0%B2%2013.51.24.png?alt=media\&token=0152807a-eb9e-44dd-92a1-545bc56db297)

In each status you can configure triggers to send a message, letter, sms, etc.

![](https://2698812344-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcL4cMgr32epKlKAkiQmx%2Fuploads%2FqOgre1fAIM6W2Eg05FRc%2F%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%20%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202022-04-06%20%D0%B2%2013.52.44.png?alt=media\&token=a421a51a-ea7a-44e8-a795-7bdc57a80ead)