Workflows: WhatsApp node

This article explains the functioning of WhatsApp nodes that can be configured as a part of workflows.

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Working

Automating the process of sending a WhatsApp message based on the user action in the app.

Note: This Workflow sends WhatsApp messages from Clappia's WhatsApp Business Number. If you wish to send these messages from your own WhatsApp Business account, you can configure it in your Workplace Details. Learn more about the setup here.

Use Cases

Based on the actions in the app, users will be able to receive WhatsApp messages for:

• Confirmation
• Reminder
• Notification

Editing the block

Click on the WhatsApp block and start editing on the right panel.

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‍Step Name

This is the name of the workflow that appears on the left side.

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To WhatsApp Number

Enter the variable associated with the Phone Number block in the app or manually enter the phone number with the country code as: “country code phone number”

Example: +91 9876543210

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Select Template

Select a template message consisting of variables from the list of templates. These variables can be configured with the variable names of the data blocks from the app.

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Parent Step

Parent step refers to the function which is just above the WhatsApp node. Here, it is the Start function.

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Request New Template

Click here to submit your template. Only relevant templates will be approved and added to the list.

Upon clicking 'Request New Template,' you'll get a form to fill in your details and view the currently available templates.

In the Free and Starter plans, only pre-approved templates can be used. To request a new template, you must be on the Professional plan. Click here to view our pricing page.