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How send business-initiated WhatsApp messages from Zapier
Integrate Setter AI with Zapier and start sending business-initiated WhatsApp messages from over 6000+ apps via Zapier. Examples for automating your workflows with Zapier:
- Lead form submissions (e.g. Facebook Lead Ads, Google Forms, ...)
- Payment events (Stripe, ...)
- Incoming emails & email opening events (Gmail, ...)
This guide will walk you through integrating Setter AI within your Zaps on Zapier.
Prerequisites
Before you begin the integration process, ensure you have:
- Configured a chatbot in Setter AI.
- Configured a WhatsApp message template in your Meta Business Account.
- An active Zapier account (Paid).
Overview
- Navigate to your chatbots Zapier Integration section
- Select the WhatsApp configuration
- Select a Meta message template
- Copy the code snippet
- Create a new Zap with a Code step
- Copy and paste the Input Data fields to Zapier
- Fill the input data
- Create API key
- Publish the Zap
Step-by-Step
1. Navigate to your chatbots Zapier Integration section
In the navigation bar on the left side, click on Bots. Select the bot you want to integrate with Zapier and click on Integrations. Here click on Connect to open the Zapier set up.
2. Select the WhatsApp configuration
Select Send business-initiated messages via WhatsApp.
3. Select a Meta message template
Select the desired message template you've already created in Meta. Please ensure that it has a status of APPROVED, otherwise it will not work for sending messages.
If you have not yet already created a message template, you can visit your Meta dashboard via Manage message templates and create one. Please keep in mind that approval of a message template can take up to 24 hours before Meta approves it for production-use.
Then, press Continue.
4. Copy the code snippet
Copy the code snippet as displayed. You will paste this to your Zapier configuration on the next step.
5. Create a new Zap with a Code step
Sign in to your Zapier account, create a new Zap and add an action of type Code by Zapier.
Under App & Event select Run Javascript and under Action paste the code snippet you copied to your clipboard to the field Code.
6. Copy and paste the Input Data fields to Zapier
Copy the Input Data fields as displayed one by one. You will paste these to your Zapier configuration on the next step.
7. API Key
For the API key field please generate a new key here if you haven't done so yet in Setter AI.
Keep this key in a safe place, since once generated you can not view the value of the key anymore later-on.
8. Fill the input data
Now add Input Data fields to Action > Input Data precisely as displayed on the app. Create a field for each entry.
If you have configured variables in your Meta message template, these will be presented here as bodyVariable0, bodyVariable1, ... in chronological order. Use these to customize your message templates with incoming data from your Zap.
For each of these values within Zapier map variables from your previous Zaps steps as desired (e.g. email, phone number, etc.).
9. Publish the Zap
Now everything is set up. Publish the Zap and start sending business-initiated messages automatically.