Send messages in Zaps using WhatsApp Notifications

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
• Zap Error

To send yourself a text message:

1. Select your app and action event

• In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open.
• Search for and select WhatsApp Notifications by Zapier.
• Click the Action 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].
  • Zap Error:
    • ⚠️ It looks like your Zap ran into an error: [Error Message] Link to Zap/Task History: [Link]
• Once a template is selected, the relevant fields related to the template will appear. Complete all relevant and required fields.
  • Your message, including the template and all of the information you add, must be 1024 characters or fewer.
  • Each link field only accepts one URL.
• Click Continue.

Note

Custom templates cannot be created. If you would like to see new templates added, let our Support team. 

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.