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Workflow Builder

WhatsApp & Instagram Automation Built Better

No-Code Messaging Workflow That Run 24/7

Ownchat Workflow is a no-code automation platform that lets businesses automate WhatsApp and Instagram messaging using event-driven triggers, conditional logic, and automated actions—while tracking engagement, analytics, and revenue at scale.

Workflow Builder Dashboard
Workflow Overview

What Is an Ownchat Workflow?

An Ownchat Workflow is a no-code automation builder that automates WhatsApp and Instagram interactions using real-time triggers, conditional logic, and automated actions. It is built specifically for messaging automation, analytics tracking, and revenue attribution.

The Main Goal

The main goal of an Ownchat Workflow is to automate conversations based on real-time events from external systems, enabling businesses to trigger WhatsApp and Instagram messages automatically when actions occur in platforms like e-commerce stores, POS systems, or CRMs .

E-commerce Automation for Shopify

Trigger automated WhatsApp order confirmations and delivery updates using Shopify event-based workflows.

Custom Integrations & Webhooks

Build custom automation workflows by connecting external systems to Ownchat using APIs and webhooks.

Visual Workflow Builder Demo

Quick Start Guide

How to Create a Trigger in Ownchat

Create automated workflows in minutes using real-time event triggers.

1

Open Apps

Access the integrations directory to connect external platforms and expand your tools.

2

Connect an App

Connect platforms such as Shopify, Petpooja, or other supported business systems.

3

Subscribe to an Event

Choose specific events like order created, message received, or social interaction triggered.

4

Ready to Launch

A workflow is generated instantly, ready to configure actions, conditions, and analytics.

Core Building Blocks

Three Essential Components of an Ownchat Workflow

Every Ownchat workflow is built using three core components that power automated messaging and social engagement.

Workflow Triggers

Triggers

Triggers are real-time events that automatically start a workflow.

Examples:

WhatsApp: Conversation created, field updated, keyword received
Shopify: Order created, payment received
Instagram: Comment created, DM received, user followed
Webhook: Any custom system event
Workflow Logic

Conditions

Conditions define if/then logic that controls workflow paths.

Examples:

IF message contains “order status” → route to tracking flow
IF order total > ₹5000 → send premium offer
IF payment status = failed → send retry link
IF CTA clicked = true → continue workflow
Workflow Actions

Actions

Actions are tasks executed when triggers and conditions are met.

Examples:

WhatsApp: Send message, template, media, or product catalog
Instagram: Send DM, media, CTA button
System: Update conversation field, trigger webhook/API
Control: Add delay, tag user, route to agent
Trigger Actions

Start Workflow Automatically

Run WhatsApp and Instagram automations automatically using event-based triggers.

App-Based Workflow Triggers

Trigger workflows from external platforms when specific system events occur.

E-commerce: Order created, payment received, shipment updated
POS: Bill generated, order placed, delivery assigned
CRM: Lead created, deal closed
Webhooks: Any custom system event

Conversation & Social Triggers

Start workflows from WhatsApp conversations and Instagram actions.

New conversation started
Customer sends specific keyword
Conversation status changes
Customer field updated

Generic Webhooks

Configure custom payloads for any external system not natively integrated

Custom application events
Third-party service notifications
Internal system triggers
API-based automations
Action Library

Powerful Workflow Actions for Messaging Automation

Execute specific tasks inside workflows—from sending messages to integrating with external APIs.

Message Actions

  • WhatsApp templates and session messages
  • Media messages (images, videos, documents)
  • Product catalogs and CTA buttons
  • Instagram DMs with media and links

Control Actions

  • Delay execution
  • Conditional branching
  • Message validation
  • Conversation status checks
  • Phone number validation

API & Webhook Actions

  • Fetch or update external data
  • Trigger actions in other systems
  • Sync workflows with any platform

"Use control actions to build logic-driven messaging workflows that adapt to real-time user behavior."

Performance Tracking

Instagram Analytics &
Revenue Attribution

Every Instagram workflow automatically generates analytics that measure performance, engagement, and direct business impact.

DMs Sent

Delivered DMs and automated stories sent from Instagram.

Message Success

Measure delivery rates and successful bot-to-user handovers.

Engagement

Replies, reactions, and story interaction metrics from Instagram.

Follower Growth

Track new followers directly attributed to your active workflows.

Revenue Attribution

Directly link every interaction to business revenue and orders.

Instagram analytics connect engagement directly to growth and revenue outcomes.

Platform Integrations

Connect Any Platform

Native integrations with popular platforms, plus custom webhooks for unlimited possibilities

Petpooja

Petpooja

Restaurant POS system integration for order automation

Available Events:

Order Created
Order Status Updated
Invoice Generated

Available Actions:

Get Order Details
Get Customer Address
Update Rider Info
Cancel Order
Checkout

Shopify

Shopify

Trigger automated WhatsApp order confirmations and delivery updates using Shopify event-based workflows.

Available Events:

Order Created
Order Updated
Payment Received

Available Actions:

Send confirmation
Update order status

Custom Integrations

Build custom automation workflows by connecting external systems to Ownchat using APIs and webhooks.

Available Events:

Any custom event

Available Actions:

Trigger webhook
Update external system
Real-World Examples

Real Workflow. Real Results with Ownchat Automation

Businesses across industries use Ownchat workflows to reduce manual work, improve engagement, and track results.

Trigger Event: Shopify Order Created

Execution sequence

1
Customer places order on Shopify
2
Workflow triggers automatically
3
Send order confirmation template
4
Wait 2 hours
5
Check payment status
6
IF paid: Send shipping details
7
IF pending: Send payment reminder

Impact Result

95% faster order confirmations, 40% fewer support queries

Trigger Event: Petpooja Order Created

Execution sequence

1
Customer orders via Petpooja POS
2
Workflow triggers
3
Send order confirmation with bill
4
Update when order is being prepared
5
Assign delivery rider
6
Send rider details to customer
7
Confirm delivery completion

Impact Result

Real-time updates, 60% higher customer satisfaction

Trigger Event: Location Update Webhook

Execution sequence

1
Delivery partner within 50m of location
2
Workflow triggers
3
Send arrival notification to customer
4
Prompt driver to confirm arrival
5
Update delivery status
6
Request customer feedback

Impact Result

Fewer missed deliveries, smoother customer experience

Trigger Event: Petpooja Bill Generated Webhook

Execution sequence

1
Customer dines and cashier generates bill in Petpooja
2
Webhook captures bill details automatically
3
Validate customer phone number
4
Create/update customer record with order data
5
Track: Total value, last purchase date, order count
6
Send thank you message with digital bill
7
Add delay (e.g., 2 hours)
8
Send feedback request or Google review link
9
Enable campaign targeting: loyal customers, inactive users
10
Automated customer segmentation for marketing

Impact Result

Paperless billing, 3× more Google reviews, automated customer segmentation

Key Benefits

Why Use Ownchat Workflow?

Run WhatsApp and Instagram automations automatically using event-based triggers.

Trusted by Growing Businesses

Helping Businesses Improve Customer Engagement. See how teams use WhatsApp and Instagram automation to improve response times, engagement, and conversions.

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Genuine Reviews from Growing Businesses

See how businesses across India use Ownchat to improve customer engagement and conversions.

We have been working with the Ownchat team for the past two years. Earlier, we received 1500–2000 chats per day and couldn’t handle them manually. After implementing Ownchat, we now use an automated chatbot that instantly responds to customers and handles queries on time. We no longer miss customer messages, and our business continues to grow every day. Their customer success team is always available and provides excellent support whenever we need it.

Building Doctor

Vijay

Building Doctor

The Ownchat team is approachable, open to suggestions, and genuinely focused on improving the product experience for their users.

Uzhavarbumi

Senma S.

UzhavarbumiManagement Trainee

Ownchat helps us take orders directly on WhatsApp, eliminate delivery aggregator commissions, and stay connected with our customers for support and feedback — all in one place.

Tositos

Gayathri

TositosCo-founder

Ownchat lets us use WhatsApp programmatically while providing a very user-friendly chat interface. Having customer information directly inside the chat helps our agents resolve issues faster, even while managing hundreds of customers and thousands of messages daily. The setup process was smooth, and the team was extremely helpful.

Oorani Labs

Adi S.

Oorani LabsFounder

We switched from another WhatsApp API to Ownchat, and running campaigns is now much easier. Our WhatsApp operations are organised and clear.

Uzhavarbumi

Mano

UzhavarbumiCustomer Success Manager

Very good experience handling bulk data. The team is friendly and provides quick responses whenever we need support.

Even More Foods

Kowsalya

Even More FoodsCo-Founder

Plug AI Into Your Own Data & Integrations

Connect Ownchat workflows with your favorite tools and platforms. From e-commerce to CRM, POS to analytics — automate everything.

Zoho Books
Zoho Books
Integration
Accounting Software
Zoho Bigin
Zoho Bigin
Integration
CRM Software
Shopify
Shopify
Integration
E-commerce Platform
WooCommerce
WooCommerce
Integration
E-commerce Plugin
Google Sheets
Google Sheets
Integration
Spreadsheet Tool
Razorpay
Razorpay
Integration
Payment Gateway
Stripe
Stripe
Integration
Payment Gateway
CRM
CRM
Integration
Customer Relationship
Webhooks
Webhooks
Integration
Custom Integration
ChatGPT
ChatGPT
Integration
AI Assistant
Gemini
Gemini
Integration
AI Assistant
Calendly
Calendly
Integration
Scheduling Tool
Petpooja
Petpooja
Integration
Restaurant POS
Moengage
Moengage
Integration
Marketing Automation
Adloggs
Adloggs
Integration
Delivery Platform
Ownchat Delivery
Ownchat Delivery
Integration
Delivery Management

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