How to send WhatsApp Messages using Zapier?

Zapier is one of the powerful automation tools that connects multiple services.

At the moment, Zapier does not have a native integration to send WhatsApp Messages. The WhatsApp app on Zapier still shows upcoming as follows.

If you want a Zapier WhatsApp integration, you should have a WhatsApp API-approved account with WATI.
you can send notifications from Zapier in two ways –

• Using our native Zapier app
• Using Webhooks

1. Using our native Zapier app

App Link: https://zapier.com/apps/wati/integrations

This app is really easy to use for WhatsApp Zapier integration and accepts 3 parameters –

• template_name
• broadcast_name
• parameters

Let’s get started with how to work with this zap.

Step 1: Open the link above (https://zapier.com/apps/wati/integrations)

Step 2: Choose an app that you would like to make a zap out of this, for this example, I will choose google sheets.

Step 3: Choose your trigger and action; For this example, I will choose my trigger from the google sheets app which will be a new spreadsheet row and for the action, I will send a template message through the WATI App.

Step 4: Click on the blue button that says “Connect WATI + Google Sheets”

Step 5: For the Trigger, press the button Continue to set the trigger event.

Step 6: Choose/Authenticate an account for your google sheets.

Step 7: After Choosing and Authenticating your account press the blue Continue button to move on to the next step.

Step 8: You have to set up the trigger now, choose your spreadsheet and specific worksheet.

Step 9: Press Continue

Step 10: Test Your trigger

Step 11: If it is successfully tested and working, you will see a blue continue button. Press it.

Step 12: Set the environment of your action. In this case I am sending a template message, so I will select that and then press Continue.

Step 13: Choose/Authenticate your account by pressing “Connect a new account”

Step 14: After you press that button, a pop will show up. That pop up will ask for your WATI endpoint and access key. You can find that in your WATI Account -> API Docs, and then fill everything in the pop up.

Step 15: Then press continue in the popup and also in the Zapier set up page to proceed to the next step

Step 16: Fill in everything for the action as it says there.

Step 17: Press Continue

Step 18: Press Test & Continue

Step 19: If the test is successful, the following custom template message will be sent.

Step 20: Now for this Zap to work for every time you add a new row, you can simply press the button turn on zap and it will work.

2. Using Webhooks by Zapier

You can also make use of Zapier Webhooks feature to send WhatsApp messages to your users.

In this section, we talk about how you can configure Zapier to send a WhatsApp message to your incoming leads, confirmed sales or anything else.

Pre-requisites:

1. Zapier Account
2. Endpoints to send WhatsApp Message

Note: You must be approved to use WhatsApp Business API and you can apply for the same through a WhatsApp Business Solution Provider such as WATI.io

Let’s get started with the Integration steps on Zapier

Step 1: On your Zapier account ‘Zap’ page, click on ‘Create Zap’

Step 2: Choose your trigger app and event

Step 3: Under ‘Do this’, choose ‘Webhooks by Zapier’

Step 4: Under ‘Choose Action Events’, select ‘POST’

Step 5: Customize your request

The URL can be fetched from your WATI account under the ‘API Docs’ section.

Please remember to structure the URL as follows:

• API URL followed by /api/v1/sendTemplateMessage/{{phone_number_with_country_code}}

API URL will be available on the WATI Dashboard under “API Docs”

Choose payload type as Json

Add the below params in Data

• template_name
• broadcast_name
• parameters

Step 6: Add ‘Authorization’ under Headers

The Bearer token will be found under ‘API Docs’ on your WATI Dashboard.

Step 7: Test your Zap and turn it on

You can even use the above steps to send a WhatsApp Message using any other WhatsApp API Provider.

How to apply for WhatsApp Business API for Zapier WhatsApp Integration?

To apply for WhatsApp Business API, you need the below details:

1. Verified Facebook Business Manager ID
   (a) Don’t have a Facebook Business Manager?  Create Now
   (b) Facebook Business Manager not verified?  Verify Now
   
2. Phone Number
   (a) Phone number must not have an active WhatsApp account
   (b) Want to delete the WhatsApp account with the number?  Learn how to delete
   
3. Display Name
   (a) Display Name must have a clear relation with the business.
   (b) Display Name must adhere to WhatsApp Display Name Guidelines.  Read Guidelines

Once you have these details, you can sign up with a WhatsApp Business Solution Provider (BSP) such as WATI to get access to WhatsApp API. The approval time is normally about 2-5 days.

Other Possible Integrations

WATI for WhatsApp Business API can also be integrated easily with other third party softwares such as Hubspot, Zoho, Zoho Flow, Google Sheet (using App Script), Zendesk. If you’re interested in know more about these, feel free to let us know.

If you have any questions, reach us on [email protected]

WhatsApp API can only be obtained through an official WhatsApp Business Service Provider (BSP) like WATI. If you’re looking to implement it for your business, we’d be more than happy to help you out. You can sign up for a free trial with us today or check out our help center to learn more. 

WATI is proudly owned by Clare.AI. Clare.AI is a digital assistant startup that uses the latest machine learning and artificial intelligence technology to create innovative tools for its clients so they can provide top-notch customer communication experiences. Multinational firms and Fortune 500 companies including Cigna, AXA, Birdie, Everbright Sun Hung Kai, Fidelity, and Bupa have adopted Clare.AI’s solutions.