WhatsApp + Zigaflow
Send documents. Get replies. All in Zigaflow.
What you get with WhatsApp
Documents delivered where clients actually read them
Clients see quotes and invoices in the app they already check throughout the day, rather than in an inbox where they can sit unopened, which means fewer follow-ups and faster decisions.
Every conversation stays on the record
Client replies, approvals and queries are automatically saved to the relevant Zigaflow timeline. No more digging through personal WhatsApp threads or email chains to find who agreed to what and when.
No extra steps for your client
Clients receive documents in their existing WhatsApp app with no account to create and no software to download. The lower the barrier on their side, the faster you get a response on yours.
Faster approvals, shorter sales cycles
When clients can review and respond to quotes in WhatsApp, decisions happen faster. Fewer back-and-forth emails and phone calls means jobs land on your schedule sooner and cash flow stays predictable.
Works across every Zigaflow module
Send from quotes, invoices, jobs, purchase orders, works orders, delivery notes and eForms. WhatsApp is woven into every part of the platform - it is not a bolt-on feature limited to one document type.
What the integration does
- Send quotes and receive client approvals
- Deliver invoices and payment reminders
- Share job updates and works order status
- Send delivery notes and proof of delivery
- Full message history in the Zigaflow timeline
- Connect your existing WhatsApp Business number
How it works
- Connect your WhatsApp business numberLink your existing WhatsApp Business number to Zigaflow through the settings panel.
- Send documents from any recordHit the WhatsApp button on any quote, invoice, job, purchase order, works order, delivery note or eForm.
- Replies sync to your Zigaflow timelineWhen clients respond, every message is automatically logged to the timeline of the relevant record.
How businesses use WhatsApp
Approve artwork and confirm orders over WhatsApp
Send mock-ups and proof documents directly to buyers. They review and approve in WhatsApp - the confirmation logs to the job record automatically, keeping your production schedule moving without manual chasing.
Keep site teams and clients updated
Send revised quotes, sign-off requests and delivery notes to site managers and clients. Responses land in the job timeline, giving your back office a clear picture without chasing anyone across multiple channels.
Confirm delivery times and collect sign-off
Send delivery notes ahead of install visits and collect sign-off through WhatsApp. Every confirmation is automatically attached to the relevant order, giving your team a complete delivery record without paperwork.