Integrations / Team Collaboration

Heartbeat logoWhatsApp logo

Manage Heartbeat users from WhatsApp

Flann connects Heartbeat to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Heartbeat action. Work gets agreed in passing: at the counter, on a call, in the van. Heartbeat only helps if it gets written down. With Flann connected, a voice note becomes tasks in Heartbeat, and a quick question tells you what is late, who has it and what comes next.

7 actions in Heartbeat. 6 only look things up, and 1 create, update, send or delete. You connect with your API key.

What you can ask Flann to do in Heartbeat

Type it or say it in a voice note. Flann works out which Heartbeat action you mean.

FlannWhatsApp
  • “Show me my events in Heartbeat.”

  • “Show me my channels in Heartbeat.”

  • “Show me my groups in Heartbeat.”

What Flann can work with in Heartbeat

Heartbeat gives Flann 7 actions across 4 kinds of record. These are the ones you are most likely to use.

RecordWhat Flann can doActions
Userslook up2
Groupslook up2

How the same user job compares, in Heartbeat directly and through Flann.

CompareOpening HeartbeatLog in, find it, do itHeartbeat through FlannAsk and get it done
Getting started on a jobLog in and click through the screensText or voice note, in your own words
Looking things up about usersBy hand, screen by screen6 look-ups, answered straight away
Creating and updatingTyped in by hand1 change, made from a message
Heartbeat recordsAll of them, one screen at a time4 kinds, from one chat
Set-upNothing new to set upYour Heartbeat API key, once

YesPartlyNo

Step by step: Heartbeat jobs you can hand to Flann

What happens between your message and the result in Heartbeat.

Look-up

Get answers about your events

  1. You message Flann on WhatsApp: “What is the latest on our events in Heartbeat?”
  2. Flann runs Get Events in Heartbeat and shows you what it found.
  3. Nothing in Heartbeat is changed: these are look-ups, so they run straight away.
Look-up

Check your users from WhatsApp

  1. You message Flann on WhatsApp: “Show me where our users in Heartbeat stand.”
  2. Flann runs List Users and Retrieve User in Heartbeat and shows you what it found.
  3. Nothing in Heartbeat is changed: these are look-ups, so they run straight away.
Look-up

Get answers about your groups

  1. You message Flann on WhatsApp: “What is the latest on our groups in Heartbeat?”
  2. Flann runs List Groups and Retrieve Group in Heartbeat and shows you what it found.
  3. Nothing in Heartbeat is changed: these are look-ups, so they run straight away.

The Heartbeat jobs you can stop doing yourself

You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.

Turning a voice note into tasks

Today

Ideas and jobs come to you while driving or walking the floor. By the time you are at a screen to put them into Heartbeat, some have gone.

With Flann

“Put everything from this voice note into Heartbeat as tasks for this week.”

Flann transcribes the voice note, splits it into separate jobs, gives each a clear title and suggests a due date and an owner from your team in Heartbeat. You see the list as one card.

What you stop doing: Remembering jobs until you get to a screen is no longer required.

Spotting work that has stalled

Today

A job can sit in the same column of Heartbeat for weeks without anyone noticing. You only find out when a customer chases.

With Flann

“Anything in Heartbeat that hasn’t moved since last week?”

Comparing this week’s board in Heartbeat with last week’s, Flann lists tasks with no updates, comments or status change, along with how long each has been stuck and who holds it. That part is a look-up.

What you stop doing: Finding stuck work only when a customer complains stops happening.

How Flann connects to Heartbeat

  1. In Flann, go to Connectors and find Heartbeat.
  2. Paste your Heartbeat API key into the secure form Flann opens. You will find the key in your Heartbeat account settings.
  3. Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Heartbeat action itself.

Reading from Heartbeat is instant. Heartbeat stays connected until you remove it in Connectors.

Ways to use Heartbeat with Flann

Plan the week in a message

Tell Flann what needs doing this week.

What is due today

Ask Flann what is overdue or due today. It reads Heartbeat and sends you the list.

Know who is on what

Ask who is working on what. Flann summarises Heartbeat in a few lines.

Everything Flann can do in Heartbeat

All 7 Heartbeat actions, as Flann sees them.

Looks up 6

  • Get Events
  • List channels
  • List Groups
  • List Users
  • Retrieve Group
  • Retrieve User

Changes 1

  • Reactivate User

More Team Collaboration apps Flann works with

See all integrations

Common questions

What can Flann do with users in Heartbeat?

Flann can look up users in Heartbeat, using 2 actions (List Users, Retrieve User). All of them only look things up, so they run straight away.

What can Flann do with groups in Heartbeat?

Flann can look up groups in Heartbeat, using 2 actions (List Groups, Retrieve Group). All of them only look things up, so they run straight away.

How does Flann connect to Heartbeat?

Open Connectors in Flann, choose Heartbeat and paste your Heartbeat API key into a secure form. You will find the key in your Heartbeat account settings. Once it is connected, Flann can use 7 actions in Heartbeat.

How do I ask Flann to do something in Heartbeat?

Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Heartbeat action that fits and asks if anything is missing.

Which Flann plan do I need for Heartbeat?

Any of them. Every Flann plan includes Heartbeat and every other app.

Put Heartbeat to work from WhatsApp.

Flann connects to the WhatsApp number you already use. Connect Heartbeat and ask for what you need. Live in 24 hours.