NearSync Help

WhatsApp

Staff Commands Running NearSync from WhatsApp, and how to switch commands on.

Commands let your team drive NearSync by message, without opening it. #task, #deal, #in, #status and around twenty more.

They exist for the people who are not at a desk. A site visit ends with #log, not with a promise to write it up later.

Where they come from

Commands are workflows. They are built in the Automation Hub in Operations, like any other automation, with a trigger of type WhatsApp command.

The catalogue in WhatsApp settings is a catalogue, not a builder. It shows what exists, whether each is active, and whether it needs a PIN. To change what a command does, you go to the workflow.

That matters because it means the list is never out of date. It reads what is actually built rather than a hardcoded list somebody has to remember to update.

Switching them on

Each command has an active state. A command that exists but is inactive does nothing when messaged.

Two things gate a command beyond that:

Permissions. Commands respect roles, so somebody without expense approval cannot approve an expense by message. #help lists what that person can actually run, which is why it is the command worth teaching first.

A PIN, for some. See The Action PIN.

Who can use them

Only staff. A command from a number that is not a known team member does nothing, which is the intended behaviour rather than a failure.

Building your own

Any workflow can carry a WhatsApp command trigger, so a command can do whatever an automation can: create records, send messages, start approvals, call a webhook.

Start from the ones that ship before writing your own. Most teams find #task, #log and #status cover the majority of what they wanted.

See Every Command and Shortcut for the full shipped list.

4Updated 28 July 2026

Did this answer your question?

No, ask a person