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.

WhatsApp Notification Authentication.png

  • 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.
ratingStar icon 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.
miscEye icon 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.

Was this article helpful?
11 out of 52 found this helpful