Workflow Trigger: WhatsApp

July 30, 2024•1 min read

In this article, you will learn how the WhatsApp trigger and action works.

Users can set up a WhatsApp Inbound message trigger using the 'Customer Replied' trigger, which includes a filter for the 'Reply Channel' set to WhatsApp.

Users will also have the ability to configure an Outbound message using the action 'Send WhatsApp Message.' This feature offers two options:

Free Text: Select 'None - Manual Text' from the dropdown menu to enter a custom text, which will be used to respond to the customer.

Approved Template: Choose from a list of pre-approved templates, which can then be sent to the customer.

Note: You can enable the 'WAIT FOR WHATSAPP MESSAGE DELIVERY STATUS' option to hold the contact at this step until the delivery status is returned from Meta. Follow these steps to take action based on the delivery status:

Enable the 'WAIT FOR WHATSAPP MESSAGE DELIVERY STATUS' option in the action.

Use the delivery status to filter contacts:

Add an If/Else action.
Use the Contact Details > Valid WhatsApp filter to take appropriate actions based on the delivery status.

.You can also review the article: Using WhatsApp Delivery Status in Workflows in the help library to learn more about it.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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