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Zapier

With Zapier, almost any app you use can send a WhatsApp message: a new form entry, a new sale, a new row in a sheet. Zapier sends the details to us, and we send your template to the customer.

Before you start

  • A Zapier account on a paid plan. The Webhooks by Zapier step we use is a paid Zapier feature.
  • An approved WhatsApp template for the message. See Create a WhatsApp template. Most templates are approved within 24 hours.
  • No keys are needed. The URL on the Zapier page is the only link between Zapier and your account, so keep it private.

Set up Zapier

  1. Open Zapier in the app

    In the left sidebar, click Integrations. Under Automation, find Zapier and click Connect. The page has two steps: the message, and the URL to paste into Zapier.

    The Zapier page, not connected, with step 1 Choose the WhatsApp message and step 2 Paste this URL in Zapier with the webhook URL and a note on using Webhooks by Zapier
    Zapier needs no keys: pick the message, then copy the URL
  2. Choose the WhatsApp message

    Under Choose the WhatsApp message, pick a Template. Leave Send it to on Phone Number (phone). Under Fill the variables, pick what fills each blank: Name, or Custom Field 1 to Custom Field 5.

    Zapier connected and Active, with the fitting_reminder template, Send it to Phone Number (phone), and the variables Name, Custom Field 1 and Custom Field 2
    The blanks are filled from the names your Zap sends
  3. Click Connect Zapier

    Click Connect Zapier in the bar at the bottom, then click the copy button under Paste this URL in Zapier.

  4. Build the Zap

    In Zapier, create a Zap:

    1. Trigger: the app and event that should send the message, for example a new form entry.
    2. Action: Webhooks by Zapier, event POST.
    3. URL: paste the URL you copied. Payload Type: Json.
    4. Data: add one row per value, using exactly these names on the left and the trigger's fields on the right:
    1. Click Test step, then Publish.
  5. Check that it works

    On the Zapier page in our app, open the Activity tab. Zapier's test shows up there, and it should say Sent, Message sent.

The same data twice in a minute sends once

If Zapier sends exactly the same data twice within a minute, the second one is skipped as a repeat (Skipped, Already handled). Different data, or the same data a minute later, sends again.

Ideas

  • Form to welcome message: a new Typeform or Google Forms entry sends your welcome template.
  • New order in another shop: a sale in any e-commerce app sends an order confirmation.
  • Reminders from your calendar: a calendar event starting soon sends a reminder.

Change, pause or disconnect

  • Change the message: make your change, then click Save changes at the bottom.
  • Pause: switch Active off on the right.
  • Disconnect: click the ⋮ button at the top right, then Disconnect, and confirm. Also turn off the Zap.

If a message did not go out

For one Zap per message type, you can also use a Generic webhook: it can hold up to five workflows with different messages. More fixes are in Troubleshooting.