Connect Current RMS to WhatsApp, Instagram, TikTok and AI Chat
Yes. AeroChat works directly with Current RMS. It reads your products, availability, contacts, opportunities and invoices and writes contacts and new opportunities with their items through Current RMS’s API, on WhatsApp, Instagram, web chat and every other channel your clients use.
Event planners, production teams and contractors message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email to ask what you have, whether it is free on their dates and what it will cost. AeroChat checks availability in Current RMS, takes the dates, venue and items, and creates an opportunity in Current RMS for your team to price and send as a quote. Later, it answers questions about the client’s quotes, orders and invoices. It connects through Current RMS’s public API. You describe the workflow in your own words, AeroChat builds it, and Current RMS stays the system your team plans in.
What you can do with Current RMS and AeroChat
- Check availability for the client’s dates. AeroChat reads product availability from Current RMS for the dates the client gives and tells them what looks free, before your team confirms.
- Take quote requests into Current RMS. AeroChat collects the dates, venue, contact details and the items and quantities, and creates a draft opportunity with those items in Current RMS, ready for your team to price and send as a quote.
- Confirm an accepted quote. When a client accepts a quote in the chat and your rules allow it, AeroChat converts the quotation to an order in Current RMS. Otherwise it passes the acceptance to your team.
- Recognise returning clients. AeroChat searches Current RMS contacts by name or email, links new opportunities to the right organisation or person, and creates a new contact when needed.
- Answer order questions. AeroChat reads the opportunity’s state, status and dates from Current RMS and tells the client whether it is a draft, a quotation or a confirmed order, and when it starts and ends.
- Answer quote and invoice questions. AeroChat reads the quote total and the date the quote expires, and the invoice status, total and due date, and replies.
- Send the deposit step in the chat. Once an order is confirmed, AeroChat sends a payment link for the deposit in the same conversation.
Collecting payment in the chat? Airwallex is built into AeroChat, so you can send a payment link in the same conversation. See how it works. No Airwallex account yet? Open one through AeroChat.
What it looks like on WhatsApp
Customer: Hi, we need 6 moving head lights and a 12 metre truss for a launch on 3 to 4 April. Can you quote? (example)
AeroChat: Our system shows 6 moving heads and 12 metres of truss free on 3 to 4 April. Where is the event, and can I take your name, company and email for the quote?
Customer: Harbour Pavilion. Ana Costa, Bright Events, ana@bright.example.
AeroChat: Thanks, Ana. Your request is in. Our team will confirm and send the quote today.
In Current RMS: a new draft opportunity “Bright Events, Harbour Pavilion” for 3 to 4 April, linked to Ana’s contact, with 6 moving head lights and 12 metres of truss on it.
Customer: Has our invoice for the March conference been paid? (example)
AeroChat: Invoice 0000412 for the March conference is marked as paid. Thank you.
In Current RMS: nothing changes. AeroChat read the invoice after checking it belongs to this client.
Works on every chat channel
Your clients message you wherever they already are. The same Current RMS connection and the same workflows run on every channel AeroChat supports, and Current RMS stays the record whichever one they use.
| Channel | What your clients can do |
|---|---|
| Message your WhatsApp Business number to check availability, send a quote request for their dates, or ask about a quote, an order or an invoice. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Current RMS’s public API, documented in the Current RMS API documentation. Through it, AeroChat checks product availability, reads your products, contacts, opportunities and invoices, and creates contacts and opportunities.
- What AeroChat reads from Current RMS: products with names and descriptions, product availability for given dates, contacts (organisations and people), opportunities with their state, status, dates, totals and quote expiry date, and invoices with their status, total and due date.
- What AeroChat writes to Current RMS: new and updated contacts, new draft opportunities with their items, and the move of an accepted quotation to an order where you allow it.
To connect, a Current RMS administrator goes to System Setup, then Integrations, then API, and creates an API key. AeroChat also needs your Current RMS subdomain. Each API key has full read and write access to your system, so revoke any key you no longer use.
You describe the workflow in your own words, for example “when a client asks for equipment on certain dates, check availability, take the venue and items and create an opportunity in Current RMS”. AeroChat builds the workflow as a draft and asks for the Current RMS key by name. You enter it in the AeroChat dashboard. It never passes through the conversation.
Workflows to copy
Seven ready-made workflows for Current RMS. Copy one into AeroChat, add your Current RMS key and subdomain, and it runs on every channel.
1. Check availability for the client’s dates
Copy this into AeroChat
When a client asks whether equipment is free, ask for the dates and the items and quantities. Match each item to our Current RMS products and confirm the names with them. Read product availability in Current RMS for those dates. Tell them what looks free and what does not, and suggest alternatives for anything that is short. Say our team confirms availability with the quote.
2. Take a quote request into Current RMS
Copy this into AeroChat
When a client asks for a quote, ask for the event dates, the venue or delivery address, the items and quantities, and their name, company, email and phone number. Find or create their contact in Current RMS. Create a draft opportunity named with their company and venue, with the dates, the venue and an item for each product with its quantity. Add a note with anything else they said. Tell them our team will send the quote within one working day (example).
3. Confirm an accepted quote
Copy this into AeroChat
When a client says they accept a quote, find their contact and the quotation in Current RMS and read back the quote number, dates and total. Ask them to confirm. If the total is under 5,000 (example), convert the quotation to an order in Current RMS and tell them it is confirmed. If it is over, tell them our team will confirm today and hand the conversation over. Never convert a quotation that has expired.
4. Recognise a returning client
Copy this into AeroChat
When someone messages, ask for their company name and email and search Current RMS contacts. If you find them, greet them by name and link any new opportunity to their organisation. If they are new, create an organisation for their company and a person with their name, email and phone number. Never share one client’s details with another.
5. Answer order questions
Copy this into AeroChat
When a client asks about a job, find their contact in Current RMS and read their opportunities. If they have more than one upcoming, ask which one they mean. Reply with the name, whether it is a draft, a quotation or a confirmed order, and the start and end dates. For changes to items, dates or crew, hand the conversation to our project team.
6. Answer quote and invoice questions
Copy this into AeroChat
When a client asks about a quote, find their quotation in Current RMS and reply with the total including tax and the date the quote expires. When they ask about an invoice, read their invoices and reply with the invoice number, the total, the due date and whether it is issued or paid. Check every quote and invoice belongs to the client messaging. For disputes, hand the conversation to our accounts team.
7. Send the deposit step in the chat
Copy this into AeroChat
When an order is confirmed in Current RMS, tell the client the deposit (example: 25% of the order total) and send a payment link for it in the same chat. Tell them the balance is due on the invoice. If they ask how else they can pay, answer from our knowledge base.
Who uses it
Current RMS is used by rental and event production companies: audio, lighting and video hire, staging and rigging, party and event rentals, and tool and plant hire businesses that run quotes, orders, stock and crew in one place. The recipes above fit any of them once you change the items, questions and reply times to your own.
What stays in Current RMS
AeroChat handles the conversation. Current RMS stays the record: your products and stock, availability, opportunities, quotes and orders, crew and vehicles, and invoices. Every opportunity AeroChat creates appears in Current RMS like any other, so your team prices, allocates and confirms it the same way. Keep your products and stock levels up to date in Current RMS, so AeroChat answers with the right ones.
WhatsApp workflows that use Current RMS
These end-to-end WhatsApp workflows run with Current RMS behind them. See them all in the WhatsApp workflows library.
- WhatsApp Booking Deposits Paid Before the Slot Is Confirmed
- WhatsApp CRM workflows
- WhatsApp Review Requests After Every Visit or Order
Questions
Does AeroChat work with Current RMS?
Yes. It connects through Current RMS’s public API with an API key from your own Current RMS system. It is not a Current RMS product or listing.
Can AeroChat check if equipment is available on a date?
Yes. AeroChat reads product availability from Current RMS for the client’s dates and tells them what looks free. Your team still confirms with the quote, because allocation happens in Current RMS.
Do I need a developer?
No. You describe the workflow, AeroChat builds it, and an administrator creates the API key in System Setup and enters it in the dashboard with your subdomain.
Which plan do I need?
On the Current RMS side, API keys are created in System Setup, Integrations, API. If you do not see it, ask Current RMS whether your subscription includes API access. On AeroChat, workflows via Skills are on every plan. Choose the plan by how many messages you get: Starter covers 500 AI responses a month, Growth 2,000 and Advanced 5,000.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Current RMS to your chat
Paste the quote request recipe, add your Current RMS key, and message your own number asking for equipment on a date.
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Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect Current RMS for you, free. See plans.