Changelog

Added: Crelate Contact Sync Auto-Links by Phone

Whippy added automatic phone number matching for Crelate contacts that are not yet linked, so messages no longer wait on the next scheduled contact sync to reach Crelate.

What's included

• Added automatic phone number matching for Crelate contacts without an existing Crelate link
• Enabled real-time contact linking during message sync, instead of waiting for the next contact sync cycle
• Enabled immediate message delivery to Crelate once a match is found, within the same sync cycle
• Extended the existing contact linking logic already used for Aqore and TempWorks to include Crelate

How it works

During each Crelate message sync, Whippy checks whether the contact already has a linked Crelate record. If the contact is not linked, Whippy searches Crelate for a matching contact using the phone number. When a match is found, Whippy retrieves the full contact record, saves the mapping, and pushes the message to Crelate in that same sync cycle. If no match is found, the message is held until the next linking attempt.

Why it matters

Crelate contact data syncs every 6 hours, while message sync runs every 10 minutes. Previously, Whippy could only push a message to Crelate if the contact record already had a confirmed link. A new phone number, an updated phone number, or a contact that had not yet synced from Crelate meant the message sat unsynced until the next contact sync caught up, which could take up to 6 hours.

This update removed that bottleneck. Messages tied to unlinked contacts now sync as soon as a phone number match is found, without waiting on the contact sync schedule. This is especially useful for recruiting and staffing teams using Whippy alongside Crelate, where fast, accurate message delivery to the ATS directly affects candidate response times and pipeline visibility.

Notes

This change applies to message sync only. Contact sync schedules and full sync jobs are unaffected. No configuration is required. The update applies automatically to all active Crelate integrations.

Added: Undo Support for Workflow Step Creation and Deletion

Whippy added Undo support to the Workflow Builder, letting users instantly restore up to 3 consecutive steps or branches after an accidental deletion or creation.

What's Included

• Undo button in the editor header. A new Undo control is available directly in the Workflow Builder header while editing a workflow.
• Coverage for creation and deletion. Undo reverts both the deletion of one or more steps and the creation of new steps, including entire branches within a Split Path.
• Multi-step undo. Undo supports up to 3 consecutive changes, allowing users to revert more than one accidental deletion or creation in a row.
• State restoration. The Workflow Builder preserves previous workflow states, so reverting a change restores deleted steps or removes newly created ones without requiring a manual rebuild.

How It Works

While editing a workflow, step creation or deletion can be reversed with a single click:

1. Open a workflow in edit mode.
2. Create or delete one or more workflow steps.
3. Click Undo in the Workflow Builder header to revert the most recent change. Undo supports up to 3 consecutive clicks, reverting multiple changes in sequence.
4. The workflow immediately returns to its previous state, restoring deleted steps or reverting newly created ones.

Why It Matters

Workflow building involves frequent experimentation, and a single deletion inside a Split Path can remove an entire branch of downstream steps. Rebuilding that logic manually costs time and increases the risk of missing a step. Undo removes that risk, even across multiple consecutive changes. Teams can test changes, delete steps, and adjust branches in the Whippy Workflow Builder without worrying about losing work.

Setup

No setup is required. The Undo button is available by default in the Workflow Builder header for all workflows in edit mode.

Added: Copy and Paste for Workflow Branches

Workflow Builder now lets users copy a full sequence of steps and paste it into another part of the same workflow or into a different workflow entirely.

What's included

• Copy any step and everything below it, including all existing configuration
• Paste the copied branch below another step
• Paste the copied branch in place of an existing step, replacing it
• Paste the copied branch into a different workflow

How it works

1. Open a workflow in edit mode.
2. Open the menu on the step where the copy should start.
3. Select Copy workflow from this point down.
4. Go to the destination step, in the same workflow or a different one.
5. Choose to paste the branch below the selected step or replace it.
6. Whippy adds the copied steps with the same configuration as the original branch.

Why it matters

Workflows with repeated logic used to require manual rebuilding, step by step, field by field. This update removes that repetition. Teams can now duplicate proven workflow branches, reuse them across multiple workflows, and cut down on setup errors that come from manually recreating configuration.

Notes

Pasted steps retain their original configuration. Users can still edit any step after pasting to adjust it for the new context.

Added: Bulk Value Actions for Advanced Multiselect Filters

Whippy added bulk value management for advanced multiselect filters, making it faster to paste, copy, clear, and download filter values in bulk.

What's Included

• Bulk paste: Users can paste multiple values directly from a spreadsheet into supported filter fields
• Copy all: Users can copy all selected filter values in one action
• Clear all: Users can clear all selected filter values at once
• CSV download: Users can download selected filter values as a CSV file

How It Works

These bulk actions appear in the existing condition menu for multivalue filter operators, such as is any of and is none of. Users open the filter condition, select the bulk action they need, and apply it directly, without adding or removing values one at a time.

Why It Matters

Filters with long value lists are slow to build and easy to get wrong when managed manually. Bulk paste, copy, clear, and download actions reduce repetitive work and cut down on setup time for large filter and audience conditions. This is especially useful for teams managing segmentation, list building, or campaign targeting across large contact sets in Whippy.

Setup

No setup is required. Bulk value actions are available now in the condition menu for any advanced multiselect filter that supports is any of or is none of operators.

Notes

Bulk actions apply only to multivalue filter operators. Single-value filter conditions are not affected by this update.