zapier whatsapp integration

How to send WhatsApp Message 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.

However, you can make use of Zapier Webhooks feature to send WhatsApp messages to your users.

In this article, 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.

The final result of how you can send whatsapp message using zapier.
Message received on Whatsapp via Zapier

How to apply for WhatsApp Business API?

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.

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