Example 1 of 9
When a visit is marked complete
A rep marks a visit done in the field app. The system looks up the dealer, logs the activity, and sends the right message — WhatsApp or email — without anyone opening a group chat.
- Webhook trigger from your field app or CRM
- Dealer lookup and visit log in one pass
- WhatsApp or email based on contact data
- Slack alert and sheet row for reporting
