Integrations / CRM
Tave on WhatsApp: manage events, payments and notes with an AI agent
Flann turns Tave into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Tave for you. Selling is mostly remembering. Who asked for a quote, who went quiet, who is due to reorder. Flann reads Tave for you and puts those answers on WhatsApp the moment you ask.
129 actions in Tave. 58 only look things up, and 71 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Tave
You do not need the exact wording. These are the kinds of messages Flann turns into Tave actions.
“Look up the order in Tave.”
“Look up the payment in Tave.”
“Show me my address book contacts in Tave.”
“Create a payment in Tave.”
“Update the order in Tave.”
“Create a file in Tave.”
What Flann can work with in Tave
Tave gives Flann 129 actions across 25 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Events | createdeletelook upupdate | 4 |
| Notes | createdeletelook upupdate | 4 |
| Users | createdeletelook upupdate | 4 |
| Discounts | createdeletelook up | 3 |
| Payments | createdeletelook up | 3 |
| Products | createdeletelook up | 3 |
| Files | createlook up | 2 |
| Orders | look upupdate | 2 |
Side by side, the two ways of working in Tave:
| Compare | In Tave yourselfYou click through each job | Flann on TaveYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about events | By hand, screen by screen | 58 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 71 changes, made from a message |
| Tave records | All of them, one screen at a time | 25 kinds, from one chat |
| Set-up | Nothing new to set up | Your Tave API key, once |
YesPartlyNo
Step by step: Tave jobs you can hand to Flann
How a request turns into real Tave actions, one step at a time.
Create an event from a voice note
- You message Flann on WhatsApp: “Create an event in Tave with these details.”
- Flann runs
Get Eventin Tave and shows you what it found. - Flann runs
Create Eventin Tave. - Flann creates it in Tave and confirms in the chat.
Clean up payments you no longer need
- You message Flann on WhatsApp: “Which payments in Tave are out of date? Remove the ones I confirm.”
- Flann runs
Get Paymentin Tave and shows you what it found. - Flann runs
Delete Paymentin Tave. - Each removal is confirmed in the chat.
Fix a note without opening Tave
- You message Flann on WhatsApp: “Change the note in Tave: here is what is different.”
- Flann runs
Get Notein Tave and shows you what it found. - Flann runs
Update Notein Tave. - Flann makes the change in Tave and confirms in the chat.
Where Flann saves you time in Tave
Small jobs, repeated often, are where the time goes. Here is how they change once Tave is connected.
Deals with no next step
Today
Deals pile up in Tave with no next action, no date and no owner. The pipeline looks full while a good part of it is quietly dead.
With Flann
“Show me open deals in Tave with no next step or no activity this month.”
Going stage by stage through Tave, Flann lists the deals that have stalled, with the last contact date and who owns each one. Short and honest.
What you stop doing: Pipeline reviews no longer begin with clicking through every deal.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking Tave, so you miss the open deal, last month’s complaint or the discount you promised. Context costs a login.
With Flann
“What do we know about the man asking about catering on WhatsApp?”
Before drafting anything, Flann looks the customer up in Tave and brings back their deals, notes and last conversation. Then it writes a reply that fits that history, in the language they wrote in.
What you stop doing: No customer has to repeat themselves because you replied blind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Tave
- Search for Tave in Flann’s Connectors.
- Paste your Tave API key into the secure form Flann opens. You will find the key in your Tave account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Tave action and fills in the details.
Of the 129 Tave actions, 58 only read. The other 71 create, update, send or delete. Disconnect Tave in Connectors whenever you like.
Ways to use Tave with Flann
Follow up the leads you forgot
Ask Flann which leads in Tave have not heard from you in a week. It lists them and drafts the follow-up for each.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Tave in a few lines you can read in a queue.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Tave and asks you to confirm.
Everything Flann can do in Tave
Every Tave action Flann can run, split into what it reads and what it changes.
Looks up 58
- Get Address Book Entity
- Get Job
- Get Job Contact
- Get Order
- Get Payment
- List Address Book Contacts
- List Resource Job
- List Resource Order
- List Resource Payment
- Get Address Book Address
- Get Brand
- Get Custom Field
- Get Discount
- Get Discount Type
- Get Event
- Get Event Type
- Get Gallery
- Get Job Closed Reason
- Get Job Role
- Get Job Type
- Get Job Worksheet
- Get Lead Source
- Get Lead Status
- Get My Studio
- Get Note
- Get Payment Method
- Get Product
- Get Product Type
- Get Profit Center
- Get Tax Rate
and 28 more
Changes 71
- Apply Payment to Order
- Create Address Book Entry
- Create Job
- Create Job Contact
- Create Job Order
- Create Payment
- Delete Job
- Update Address Book Entry
- Update Job
- Update Job Contact
- Update Order
- Create Brand
- Create Custom Field
- Create Discount
- Create Discount Type
- Create Event
- Create Event Type
- Create File
- Create Gallery
- Create Job Closed Reason
- Create Job Role
- Create Job Type
- Create Job Worksheet
- Create Lead Source
- Create Lead Status
- Create Note
- Create Product
- Create Product Type
- Create Profit Center
- Create RestHook Subscription
and 41 more
More CRM apps Flann works with
Common questions
What can Flann do with events in Tave?
Flann can create, delete, look up and update events in Tave, using 4 actions (Create Event, Delete Event, Get Event, Update Event). Looking up runs straight away and changes nothing. The other actions create or change events in Tave.
What can Flann do with notes in Tave?
Flann can create, delete, look up and update notes in Tave, using 4 actions (Create Note, Delete Note, Get Note, Update Note). Looking up runs straight away and changes nothing. The other actions create or change notes in Tave.
How does Flann connect to Tave?
Open Connectors in Flann, choose Tave and paste your Tave API key into a secure form. You will find the key in your Tave account settings. Once it is connected, Flann can use 129 actions in Tave.
Do I need to open Tave to use it with Flann?
No. Once Tave is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Tave.
Is Tave included in my Flann plan?
Yes. Every Flann plan includes every app, Tave included.