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Connect WhatsApp Operations to the Same Data in Logo

Use product, inventory, customer, pricing, order and account records from your Logo installation in governed WhatsApp workflows.

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Connected Workflow Operations
Connected workflow

Connected Workflow Operations

Real-time ERP synchronization and verified WhatsApp workflows tailored to your business rules.

01

Verify Access First

We first verify where product, stock, pricing, customer and account records live by company and period.

02

Separate Reads from Writes

Read-only queries and actions that write orders, reservations or customer changes use separate permissions and test plans.

03

Test with Real Data

Rather than relying only on dummy data, we test authorised production-like records for product codes, customer matching, empty results and timeouts.

Operational Capabilities

Connect WhatsApp B2B Integration Capabilities

Full bi-directional synchronization between Connect ERP and WhatsApp Business API. Execute orders, stock lookups, and financial statements in real time.

01 · Real-Time Stock

Live Stock & Warehouse Lookup in Connect

Customers or field reps ask for products in natural language. Meta Reva queries Connect tables instantly and returns real-time available stock per warehouse.

02 · Custom Pricing

Account-Specific Pricing & Discount Tiers

General catalog prices are never exposed. Meta Reva identifies the sender and applies the exact price list, tier discount, and payment terms defined in Connect.

03 · Automated Orders

Create Official Order Slips in Connect from WhatsApp

Approved WhatsApp carts automatically generate verified order slips in Connect with line items, tax rates, and warehouse codes—ready for warehouse dispatch.

04 · 24/7 Ledger & PDF

24/7 Statement of Account & Signed PDF Dispatch

Authorized customer contacts query their current ledger balance 24/7 and receive official PDF statements directly in WhatsApp with zero human intervention.

05 · Architecture & Security

Enterprise Connection & Security Protocols for Connect

Connect via direct REST API, SQL gateway, or secure on-premise connectors. Read-only query constraints, TLS encryption, and strict token-based authentication ensure your ERP database remains 100% secure.

Technical and operational detail

How it connects and which data it uses

Connection Method

Depending on version and installation, we assess Logo services, REST access, secure database reads or your existing integration layer.

Data Scope

Products, warehouse stock, customer accounts, account-specific pricing, orders and statements are exposed only as required.

Common Records

Product or material cards, customer accounts, price lists, warehouse stock, sales orders and account transactions.

Example Workflow

A customer asks for a product; the account is matched, authorised price and stock are read, and the order is posted through an approved service after confirmation.

Technical Boundary

A write action unsupported by the installed Logo version or licence is never assumed. The workflow creates a sales task instead.

What Is Monitored in Production?

Request, customer account, source record, write outcome, error and human handoff remain visible in one operational history.

What Is Monitored in Production?
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Let Us Review Your Installation

Share the version, access model and priority workflow so we can define a viable connection.

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