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How to set up Triggers in rules

Summary

Triggers are the starting point of rule-based automation in Wati. They define when an automation rule should run based on specific events in your account.

This guide explains what triggers are, the types of triggers currently supported in Wati, and how they help automate tasks such as sending messages, responding to customers, or starting workflows automatically.

Instructions

What are triggers?

A trigger is an event that starts an automation rule in Wati.

When a trigger occurs, Wati checks the rule’s conditions (filters). If the conditions are met, Wati performs the defined action automatically.

Triggers help you automate responses and workflows without manual intervention.

For example, a trigger can occur when:

  • A new WhatsApp message is received

  • A new attribute is added to a contact

  • A contact attribute value changes

Every automation rule in Wati begins with a trigger.

Note: Wati will continue to introduce more triggers in future updates.
If you have suggestions, you can share your feature request with the Wati team.

Types of triggers supported in Wati

Below are the triggers currently available in Wati and how they work.

1. New WhatsApp message is received

How it works

This trigger runs whenever Wati receives a new incoming WhatsApp message from a customer.

It is commonly used to automate responses when customers start a conversation.

Common use cases

  • Automatically respond to messages containing specific keywords

  • Send welcome messages

  • Send out-of-office replies

  • Start chatbot workflows

You can combine this trigger with filters to respond only to specific keywords or message conditions.

Which message types trigger this rule?

The New WhatsApp message is received, New Instagram DM is received, and New Facebook Messenger message is received triggers run for the supported incoming message types for their respective channels, not just text messages.

The message types supported by each channel may differ. For WhatsApp, the trigger behavior is:

What the customer sends

Does the trigger run?

What keyword filters read

Text message

Yes

The message text

Image, video, or document with a caption

Yes

The caption

Image, video, document, or sticker without a caption

Yes

Nothing - keyword filters do not match

Voice note or audio file

Yes

A transcript of the audio

Location pin

Yes

Nothing

Contact card

Yes

Nothing

Order from your catalog

Yes

Nothing

Button or list reply

Yes

The reply text

Emoji reaction

No

Reactions do not trigger a rule

Important: The New WhatsApp message is received trigger previously ran only for plain text messages. It now also runs when a customer sends a photo, document, voice note, or sticker. Therefore, a rule with no keyword filter or message filter can also run for these message types.

To make a rule run only for text messages, add the Incoming message contains media filter and select Does not contain media.

2. New Instagram message is received

How it works

This trigger runs whenever Wati receives a new incoming Instagram message from a customer.

It allows you to automate responses and workflows for conversations that start on Instagram.

Common use cases

  • Automatically send welcome messages to new Instagram conversations

  • Respond to common questions using keyword filters

  • Start chatbot flows for Instagram leads

  • Route Instagram conversations to the right team

You can combine this trigger with filters to ensure that specific actions are triggered only when certain conditions are met.

3. New attribute is added to a contact

How it works

This trigger runs when a new attribute is added to a contact in Wati.

An attribute can be added in several ways:

  • Manually from the Team Inbox

  • From the Contact page

  • Through the API using the updateContactAttributes endpoint

  • Automatically through integrations

Some integrations also add attributes automatically. For example, Click-to-WhatsApp (CTWA) ads may add attributes such as:

  • source_url

  • source_id

Common use cases

  • Automatically send a template message when a team member adds a specific attribute

  • Start a chatbot flow when leads arrive through Click-to-WhatsApp ads

  • Trigger automation when a lead source attribute is created

4. Attribute value changed for a contact

How it works

This trigger runs whenever the value of an existing contact attribute changes.

Attribute values can change in different ways:

  • Manually updated in the Team Inbox

  • Updated from the Contact page

  • Updated through the API using the updateContactAttributes endpoint

Common use cases

  • Send a template message when a customer's status changes

  • Trigger automation when a lead stage is updated

  • Start a workflow when a contact is upgraded to a premium or VIP category

Example:

If an operator updates a customer attribute from regular to VIP, a rule can automatically send a special VIP message template.

Note: Wati supports additional triggers beyond the ones covered in this guide. Each trigger is designed for specific events and automation needs. For more information, see the dedicated help articles for other trigger types.

How triggers work in automation rules

Every automation rule in Wati follows the same structure:

  • Trigger – The event that starts the rule

  • Filter – The condition that determines whether the rule should continue

  • Action – The automated task Wati performs

Example workflow:

  • Trigger: A new WhatsApp message is received

  • Filter: The message contains the word pricing

  • Action: Send a pricing information template message

Note: Rules with the same trigger run in the order they appear on the Rules page.

This structure allows you to automate responses while keeping full control over when actions should run.

Frequently Asked Questions (FAQs)

General information

1. What is a trigger in Wati?

A trigger is an event that starts an automation rule in Wati. When a trigger occurs, Wati checks the rule's conditions (filters) and performs the defined action automatically if the conditions are met.

2. How do triggers work in Wati automation rules?

Every automation rule in Wati consists of a Trigger, Filter, and Action. The trigger starts the rule, the filter determines whether the rule should continue, and the action is the automated task Wati performs.

3. What happens when the New WhatsApp message is received trigger runs?

The New WhatsApp message is received trigger runs whenever Wati receives a supported incoming WhatsApp message from a customer. It can be used to automate responses, send welcome messages, send out-of-office replies, and start chatbot workflows.

4. Which WhatsApp messages trigger the New WhatsApp message is received rule?

The trigger runs for text messages, media with or without captions, voice notes, audio files, location pins, contact cards, catalog orders, and button or list replies. Emoji reactions do not trigger the rule.

5. What content do WhatsApp keyword filters read?

WhatsApp keyword filters read the message text from text messages, captions from media messages, transcripts from voice notes or audio files, and reply text from button or list replies. Location pins, contact cards, catalog orders, and media without captions do not provide text for keyword matching.

6. When does the New Instagram message is received trigger run?

The New Instagram message is received trigger runs whenever Wati receives a new incoming Instagram message from a customer. It can be used to automate responses and workflows for Instagram conversations, including welcome messages, responses to common questions, chatbot flows, and conversation routing.

Contact attribute triggers

7. When do contact attribute triggers run in Wati?

The New attribute is added to a contact trigger runs when a new attribute is added to a contact. The Attribute value changed for a contact trigger runs when the value of an existing contact attribute changes. These triggers can be used to automate actions based on contact information, such as lead sources, customer status, lead stage, or customer category.

Additional triggers

8. Does Wati support additional triggers beyond those covered in this guide?

Yes. Wati supports additional triggers for specific events and automation needs. Dedicated help articles provide information about other trigger types.

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