Integrations / Forms & Surveys
Connect Refiner to WhatsApp: contacts by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Refiner once, then ask Flann to look things up in it or get work done in it, by text or voice note. Many businesses run on a contact form and good intentions. With Refiner connected, Flann notices new submissions, checks whether the person is already a customer in your other apps and drafts a reply that fits. You stay in charge of what goes out.
10 actions in Refiner. 7 only look things up, and 3 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Refiner
Send any of these on WhatsApp, in your own words. Flann finds the right Refiner action and fills in the details from the conversation.
“Show me my forms in Refiner.”
“Look up the contact in Refiner.”
“Show me my survey responses in Refiner.”
“Delete the contact in Refiner.”
What Flann can work with in Refiner
Refiner gives Flann 10 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | deletelook upupdate | 4 |
There are three ways to get contacts work done in Refiner. Side by side:
| Compare | In Refiner yourselfYou click through each job | A rules toolRuns the steps you wired up | Flann on RefinerYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about contacts | Filters and searches you run yourself | Only the look-ups someone built | 7 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 3 changes, made from a message |
| Refiner records | All of them, one screen at a time | Only the ones you wire up | 5 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Refiner API key, once |
YesPartlyNo
Step by step: Refiner jobs you can hand to Flann
Each step below names the Refiner action Flann actually runs.
Fix a contact without opening Refiner
- You message Flann on WhatsApp: “Change the contact in Refiner: here is what is different.”
- Flann runs
Get Contactin Refiner and shows you what it found. - Flann runs
Update Contactin Refiner. - Flann makes the change in Refiner and confirms in the chat.
Get answers about your forms
- You message Flann on WhatsApp: “What is the latest on our forms in Refiner?”
- Flann runs
Get Formsin Refiner and shows you what it found. - Nothing in Refiner is changed: these are look-ups, so they run straight away.
Check your segments from WhatsApp
- You message Flann on WhatsApp: “Show me where our segments in Refiner stand.”
- Flann runs
Get Segmentsin Refiner and shows you what it found. - Nothing in Refiner is changed: these are look-ups, so they run straight away.
Repetitive Refiner work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Event sign-ups at a glance
Today
Before a class, tasting or open day you want to know who is coming. Counting sign-ups means filtering responses and weeding out duplicates.
With Flann
“Who’s signed up for Thursday’s tasting, and any dietary notes?”
Flann reads the sign-ups in Refiner, sets aside obvious duplicates and lists the names with their notes. Dietary and access needs go to the top.
What you stop doing: The guest list no longer gets built by hand.
Thank-you notes after feedback
Today
People who leave detailed feedback rarely hear back. Writing to each one is a nice idea that never makes the list.
With Flann
“Thank everyone who left a comment this month, briefly and personally.”
Flann reads each comment in Refiner and drafts a short thank-you that refers to what that person actually said. Negative comments are held back and flagged for you rather than thanked.
What you stop doing: Good feedback no longer goes unanswered for want of time.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Refiner
- In Flann, go to Connectors and find Refiner.
- Paste your Refiner API key into the secure form Flann opens. You will find the key in your Refiner account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Refiner action and fills in the details.
Look-ups run as soon as you ask and change nothing in Refiner. You can disconnect Refiner from Connectors at any time.
Ways to use Refiner with Flann
See new responses
Ask what came in today. Flann reads Refiner and gives you the responses that need attention.
Follow up every enquiry
Make a quick form
Tell Flann what you want to ask. It prepares the form in Refiner for you to check.
Everything Flann can do in Refiner
The full list of Refiner actions available to Flann once you connect it.
Looks up 7
- Get Account Info
- Get Contact
- Get Contacts
- Get Forms
- Get Reporting
- Get Segments
- Get Survey Responses
Changes 3
- Delete Contact
- Track Event
- Update Contact
More Forms & Surveys apps Flann works with
DelightedCommon questions
What can Flann do with contacts in Refiner?
Flann can delete, look up and update contacts in Refiner, using 4 actions (Delete Contact, Get Contact, Get Contacts, Update Contact). Looking up runs straight away and changes nothing. The other actions create or change contacts in Refiner.
How does Flann connect to Refiner?
Open Connectors in Flann, choose Refiner and paste your Refiner API key into a secure form. You will find the key in your Refiner account settings. Once it is connected, Flann can use 10 actions in Refiner.
Can I use Refiner from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Refiner for you. You do not need to open Refiner.
Which Flann plan do I need for Refiner?
Any of them. Every Flann plan includes Refiner and every other app.