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How to set up Triggers in rules

Updated over a week ago

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.

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.

AI Support Agent and Action pending triggers

Additionally, Wati also provides pending triggers related to AI Support Agent and customer response scenarios, including:

  • AI Support Agent is unable to answer a query

  • AI Support Agent detects an intent to speak with a human

  • AI Support Agent detects that a chat is resolved

  • AI Support Agent has not received a response

  • WhatsApp customer no response

These triggers help automate workflows when the AI Support Agent cannot fully resolve a conversation or when a customer becomes inactive, allowing you to escalate chats, follow up, or route conversations to the appropriate team.

How triggers work in automation rules

Every automation rule in Wati follows the same structure:

  1. Trigger – The event that starts the rule

  2. Filter – The condition that determines whether the rule should continue

  3. 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

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

Frequently Asked Questions (FAQs)

Triggers in rule-based automation

1. What is a trigger in Wati automation rules?

A trigger is an event that starts an automation rule in Wati. When the trigger occurs, Wati checks the rule’s filters to see whether the defined conditions are met. If the conditions are satisfied, Wati performs the configured action automatically.

2. Why are triggers used in Wati automation rules?

Triggers are used to start automation rules automatically based on specific events in a Wati account. This allows businesses to automate responses, messages, and workflows without manual intervention.

3. What events can act as triggers in Wati?

Triggers can occur when specific events happen in Wati, such as receiving a new WhatsApp message, receiving a new Instagram message, adding a new attribute to a contact, or changing the value of an existing contact attribute.

4. How do triggers work together with filters and actions in Wati automation rules?

Automation rules in Wati follow a three-step structure. A trigger starts the rule, a filter checks whether specific conditions are met, and an action performs the automated task if the filter conditions are satisfied.

Types of triggers in Wati

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

The New WhatsApp message is received trigger runs whenever Wati receives a new incoming WhatsApp message from a customer. Businesses commonly use this trigger to automatically respond to messages, send welcome messages, send out-of-office replies, or start chatbot workflows.

6. What happens when the "New Instagram message is received" trigger runs?

The New Instagram message is received trigger runs whenever Wati receives a new incoming Instagram message from a customer. This trigger allows businesses to automate responses, send welcome messages, respond to common questions using keyword filters, start chatbot flows, or route Instagram conversations to the appropriate team.

7. When does the "New attribute is added to a contact" trigger run?

The New attribute is added to a contact trigger runs when a new attribute is added to a contact in Wati. Attributes can be added manually from the Team Inbox or Contact page, through the API using the updateContactAttributes endpoint, or automatically through integrations.

8. When does the "Attribute value changed for a contact" trigger run?

The Attribute value changed for a contact trigger runs whenever the value of an existing contact attribute changes. Attribute values can be updated manually in the Team Inbox, updated from the Contact page, or updated through the API using the updateContactAttributes endpoint.

Automation examples and additional triggers

9. What is an example of using triggers in a Wati automation rule?

An example automation rule works as follows: when a new WhatsApp message is received, Wati checks whether the message contains the word pricing. If the message contains the keyword, Wati automatically sends a template message that provides pricing information.

10. What AI Support Agent–related triggers are available in Wati?

Wati provides additional triggers related to AI Support Agent and customer response scenarios. These include triggers for situations such as the AI Support Agent being unable to answer a query, detecting that a customer wants to speak with a human, detecting that a chat is resolved, the AI Support Agent not receiving a response, or a WhatsApp customer not responding. These triggers help automate follow-ups, escalate conversations, or route chats to the appropriate team.

11. How can triggers help automate responses based on keywords or conditions?

Triggers can be combined with filters to run automation only when specific conditions are met. For example, when a new WhatsApp message is received, a filter can check whether the message contains a specific keyword. If the condition is met, Wati can automatically send a template message or start a workflow.

12. Can new triggers be added to Wati in the future?

Yes. Wati may introduce additional triggers in future updates, allowing businesses to automate more workflows and scenarios.

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