Deskera + WhatsApp Integration

Integrate Deskera to WhatsApp in one click, or tell Integrately AI how you want each invoice handled. Notify customers instantly, confirm payments, send quote updates, and keep your communication aligned automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Deskera
    Invoice is deleted in books in Deskera Instant
  • Deskera
    Contact is updated in sales in Deskera Instant
  • Deskera
    Contact is deleted in sales in Deskera Instant
  • Deskera
    Deal is updated in sales in Deskera Instant
  • Deskera
    Deal is deleted in sales in Deskera Instant
  • Deskera
    Bill is created in books in Deskera Instant
  • Deskera
    Bill is updated in books in Deskera Instant
  • Deskera
    Bill is deleted in books in Deskera Instant
  • Deskera
    Invoice is created in books in Deskera Instant
  • Deskera
    Invoice is updated in books in Deskera Instant
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Debit note is created in books in Deskera Instant
  • Deskera
    Debit note is updated in books in Deskera Instant
  • Deskera
    Debit note is deleted in books in Deskera Instant
  • Deskera
    Credit note is created in books in Deskera Instant
  • Deskera
    Credit note is updated in books in Deskera Instant
  • Deskera
    Credit note is deleted in books in Deskera Instant
  • Deskera
    Stock is increased for a product in book in Deskera Instant
  • Deskera
    Stock is reduced for a product in book in Deskera Instant
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • WhatsApp
    Message is received in WhatsApp Instant
Arrow Right
2.
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Deskera + WhatsApp Integration

Send invoice alerts, notify customers about new payments, confirm quotations, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Deskera + WhatsApp Integration

Send WhatsApp message for new Deskera contact

Anytime a new contact is added to your Deskera, automatically send them a message through WhatsApp letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Deskera - WhatsApp integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See more
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Deskera + WhatsApp flow

Log financial records in spreadsheets, notify teams in chat, and manage customer data across your stack. Pick a combination and activate it in one click.

Deskera
WhatsApp
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
ShopifyShopify (4)
+
SlackSlack (4)
D
Q
W
Create a QuickBooks Online customer when a new contact is created in Deskera, and send a confirmation message in WhatsApp
New Deskera contacts instantly create QuickBooks Online customers while sending a confirmation message via WhatsApp.
Q
D
W
Create a Deskera sales invoice when a QuickBooks Online invoice is created, and send a notification in WhatsApp
QuickBooks Online invoices automatically generate Deskera sales invoices with instant WhatsApp notifications.
Q
D
W
Send a WhatsApp payment confirmation when a QuickBooks Online payment is received and record the entry in Deskera
Payment entries in QuickBooks Online trigger Deskera payment records and automated WhatsApp receipts.
Q
C
D
W
Use Claude to review QuickBooks Online customer data, create a contact in Deskera, and send a WhatsApp summary
Claude reviews QuickBooks Online customer profiles before creating a Deskera contact and sending a WhatsApp summary.

Supported triggers and actions for Deskera and WhatsApp

Mix and match to build the exact automation you need

Deskera
Deskera Triggers & Actions
Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
Try it →
Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
Try it →
Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
Try it →
Instant
Deal is updated in sales in Deskera
Triggers the automation when a deal is updated.
Try it →
Instant
Deal is deleted in sales in Deskera
Triggers the automation when a deal is deleted.
Try it →
Instant
Bill is created in books in Deskera
Triggers the automation when a bill is created.
Try it →
Instant
Bill is updated in books in Deskera
Triggers the automation when a bill is updated
Try it →
Instant
Bill is deleted in books in Deskera
Triggers the automation when a bill is deleted.
Try it →
Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
Try it →
Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
Try it →
Quotation is created in Deskera
Activates the automation when a new quotation is created
Try it →
Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
Try it →
Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
Try it →
Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
Try it →
Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
Try it →
Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
Try it →
Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
Try it →
Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
Try it →
Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
Try it →
Contact is created in Deskera
Triggers the automation when a new contact is created
Try it →
CRM Contact is created in Deskera
Try it →
Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Try it →
Product is created in Deskera
Triggers the automation when a new product is created
Try it →
Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Try it →
Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Try it →
Payment entry is created in Deskera
Triggers the automation when a payment entry is created
Try it →
Search invoice in Deskera
Searches for an invoice
Try it →
Create payment entry in Deskera
Creates a new payment entry
Try it →
Create contact in Deskera
Adds a new contact to the database
Try it →
Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
Try it →
Create crm contact in Deskera
Try it →
Search contact in Deskera
Finds and retrieves contact information
Try it →
Search CRM contact in Deskera
Try it →
Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
Try it →
Search product in Deskera
Searches for a product
Try it →
Create product in Deskera
Generates and launch new products
Try it →
Create account in Deskera
Generates a new account
Try it →
Search account in Deskera
Searches for account information
Try it →
Create quotation in Deskera
Generates a new quotation with predefined details
Try it →
Update contact in Deskera
Updates contact information with new details
Try it →
WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it →
Send message (using template) in WhatsApp
Sends a message using a template
Try it →
Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with Deskera + WhatsApp?

Streamline your financial workflows and customer communication by connecting Deskera and WhatsApp.

What you can automate?
💬
Send WhatsApp messages from Deskera invoices
Trigger an instant WhatsApp message whenever a new invoice or quotation is created in Deskera. Keep customers informed without manual copying.
📋
Capture every submitted contact detail
Map all available contact and deal fields from Deskera into your WhatsApp messages or downstream tools. Ensure no custom data gets left behind.
🔔
Notify your team instantly on updates
Send alerts to specific team members or channels the moment a Deskera contact or bill changes. Everyone stays aligned on active deals.
🔀
Route messages based on submitted fields
Send different WhatsApp templates or messages depending on the invoice amount, deal stage, or contact tier in Deskera.
🔄
Keep records updated across platforms
Automatically update contact information or transaction statuses in your connected tools whenever Deskera records are modified.
🔍
Search and update instead of creating duplicates
Check if a contact or invoice already exists in your destination app before creating a new entry, keeping your database clean.
⏱️
Manage later status changes and payments
Trigger automated WhatsApp updates when a Deskera invoice is paid, cancelled, or when a credit note is issued.
🔗
Extend your workflow to Slack or Google Sheets
Push Deskera data and WhatsApp logs into Google Sheets or Slack for deeper tracking and team visibility in a single pipeline.
And much more...

Who is Deskera + WhatsApp integration for?

Automating Deskera and WhatsApp streamlines communication and financial tracking for teams managing customer interactions and billing records.

Finance Managers
Finance Managers
Sales Teams
Sales Teams
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Billing Specialists
Billing Specialists
Accountants
Accountants
📊
Finance Managers
You report on billing data and invoice statuses, but your records are always a few hours behind when entered manually — connecting these apps means every Deskera transaction updates instantly and your reports stay accurate.
⚡
Sales Teams
You need to respond immediately when new deals or contacts arrive, but manual checks mean you find out too late — with this integration, every Deskera update triggers a WhatsApp message so you never miss a lead.
🤝
Client Success Leads
You answer to clients who want immediate progress updates on their invoices and accounts, but manual notifications cause delays — automating both apps means clients receive instant WhatsApp confirmations as soon as Deskera records change.
📈
Operations Directors
The volume of invoices and customer contacts is too high for anyone to keep up by hand, leading to missed messages — with this integration, every Deskera event triggers automated WhatsApp communication effortlessly.
🔄
Billing Specialists
You own payment follow-ups and depend on upstream Deskera entries to know when an invoice is created, but manual handoffs cause bottlenecks — connecting these apps means WhatsApp alerts fire the moment Deskera data is ready.
📁
Accountants
You need a reliable audit history of customer communications and financial entries, but manual tracking leaves gaps in your records — this integration means every transaction and WhatsApp dispatch is logged accurately.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Deskera + WhatsApp

Build and manage your Deskera + WhatsApp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Deskera + WhatsApp with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Deskera + WhatsApp Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Deskera + WhatsApp Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Deskera to WhatsApp?
Frequently Asked Questions
You can connect Deskera to WhatsApp instantly using ready-made flows or Integrately AI on Integrately, alongside 1,500+ other apps like Slack, Google Sheets, and Gmail.
Can I send automated WhatsApp messages when a Deskera invoice is created?
Frequently Asked Questions
Can I connect Deskera, WhatsApp, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Deskera and WhatsApp?
Frequently Asked Questions
How do Deskera triggers work with WhatsApp messaging?
Frequently Asked Questions
Can I customize WhatsApp message templates using Deskera contact data?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Deskera and WhatsApp integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Deskera or WhatsApp With 1500+ Other Apps

Deskera
Popular Deskera Integrations
Connect Deskera with accounting, ERP, and reporting tools to keep your financial stack synchronized.
See All
Deskera Integrations arrow right
No popular apps found
WhatsApp
Popular WhatsApp Integrations
Sync WhatsApp with CRM, support, and marketing platforms to manage customer conversations effectively.
See All
WhatsApp Integrations arrow right
No popular apps found