Send messages in Zaps using WhatsApp

You can use WhatsApp Notifications in your Zaps to send yourself WhatsApp messages to your WhatsApp account. 

Messages are limited to prefilled templates for:

• New Lead
• New Message 
• Payment Confirmation
• New Order
• Shipping Confirmation
• Calendar Reminder

To send yourself a text message:

1. Select your app and action event

• In the Zap editor, click the Action step, or click the plus + icon to add an action to your Zap.
• Search for and select WhatsApp Notifications by Zapier.
• Click the Event dropdown menu and select Send Message.
• Click Continue.

2. Confirm your phone number 

• Click Sign In.
• The authentication dialog box will appear.

• Click the hyperlink this link. This will open a new tab in your browser to connect to your WhatsApp account.
• In the new tab, click Continue to Chat. 
• You’ll then be prompted to open WhatsApp.
  • If you have the WhatsApp application installed on your computer, you’ll receive a prompt to open up your WhatsApp application.
  • If you don’t have the WhatsApp application, you can download it or use WhatsApp Web instead.
• Once you’ve opened WhatsApp in either the web browser or application, you’ll have a pre-filled message to send to Zapier. Click send.

• Switch tabs to your authentication dialog box tab.

Tip

To switch between tabs, use the keyboard shortcut Cmd + Shift + A (Mac) or Alt + Shift + A (Windows) 

• In the Phone Number (WhatsApp) field, add your phone number linked to your WhatsApp account. It must include the country code, without any spaces or dashes.
• Click Send PIN. Zapier will send the OTP Code to your WhatsApp number.
• In the OTP Code field, add the OTP Code. 
• Click Yes, Continue to WhatsApp Notifications by Zapier.
• Click Continue.

3. Customize your message

• From the Template dropdown, select what type of message you want to send:
  • New Lead:
    • 🚀 New lead alert: [First Name] [Last Name] is interested in your services!
      • Email: [email address]
      • Phone: [phone number]
      • Lead Source [lead source]
      • See Details: [link to lead]
  • New Message: 
    • 📬 New message from [First Name] [Last Name]. Reply now at: [link to reply].
  • Payment Confirmation:
    • 💰"Cha-ching! You received a [payment amount] from[First name] [last name]!
  • New Order:
    • Hey there! 🛍️ Your order [order number] has been confirmed.
  • Shipping Confirmation:
    • 📦 Good news! Your package is on its way! Track your order with this link: [Tracking Link]
  • Calendar Reminder:
    • "📅 Friendly reminder:[calendar event name] at [date] at [time].
• Once a template is selected, the relevant fields related to the template will appear. Complete all relevant and required fields.
• Click Continue.

Note

Let our Support team know if you’d like to see new templates added. 

4. Test your step

• Click Test step. If the step is successful, you’ll receive a message.

Once you’ve set up your WhatsApp Notification action, you can add another action or finish setting up your Zap.