WhatsApp Connector | Zoho Creator Help

WhatsApp Connector

Overview

The WhatsApp Connector enables seamless integration with WhatsApp, allowing users to send messages, automate responses, and enhance customer engagement.

Meta Information

Connector
WhatsApp
Authentication type
Bearer Token
Data centers
US, IN, EU, AU, CA, SA, JP, and UAE
Applicable for 
C5, C6
Website
Privacy policy
API documentation
Categories
Messaging & Communication

Generating the User Access Token

  1. Navigate to Meta Developers Portal. Create a Meta Developer account or a WhatsApp Business Account with a valid phone number.
  2. Create an app in your Meta Developers account with WhatsApp product by following the instructions in this help document. The app created by you will be listed under the My Apps section of your account.
  3. Create a template message by following the instructions in this document.
  4. Go to WhatsApp Business Settings.
  5. Under Users, create a new System User or use an existing one. To do so, follow the instructions in this document.
  6. Name the System User, choose Admin as the user role, and click Create System User.


  7. Assign Assets to the System User by assigning the created app.
  8. Go to WhatsApp Accounts under Accounts and add the created System User with the necessary permissions: whatsapp_business_management and whatsapp_business_messaging.
  9. Click on Generate Token. Copy the token displayed. 
  10. Now, switch to Zoho Creator. Go to the Microservices section and click Create New. Then, select Pick and Create next to Connections.

    Search for the WhatsApp Connector, click Create and Authorize.
  11. In the System User Token popup, paste the system user token generated in Step 9 and click Authorize.

Utilizing the WhatsApp Connector within Creator

  1. Create an application in Zoho Creator. Ensure that the application includes a form to collect phone numbers. 
  2. Set up an On Successful Submission workflow for the form. This workflow will trigger an action when a user submits the form. 
  3. Create a new Deluge Action within the workflow. Use the invokeURL Deluge task to send a WhatsApp message
  1. response = invokeURL
  2. [
  3.    url: "https://graph.facebook.com/v19.0/<PhoneNumberID>/messages"
  4.    type: POST
  5.   parameters: {
  6.        "messaging_product": "whatsapp",
  7.        "recipient_type": "individual",
  8.        "to": input.Phone_Number,
  9.        "type": "template",
  10.        "template": {
  11.            "name": "your_template_name",
  12.            "language": {
  13.                "code": "your_language_code"
  14.            }
  15.        }
  16.    }
  17.    connection: "connection_name"
  18. ];

  20. info response;

    

Parameter
Description
is URL, as per the WhatsApp API, to send the message to the end user's phone number
<PhoneNumberID>
is the Phone number ID present in your WhatsApp business account. You can find it in the API Setup under WhatsApp in your App Dashboard of Meta application. 
to 
is the valid phone number of the end user to whom the message should be sent. 

Note: The number must be WhatsApp-enabled; otherwise, the message will not be delivered.
template: "name" "language"
is the WhatsApp template's attributes that can be obtained from managing templates.
connection_name
is the WhatsApp connection link name
Now, whenever a form is successfully submitted, the On Successful Submission workflow will trigger a Deluge script that invokes the WhatsApp API to send a notification to the registered user.

Where this connector can be used

Deluge

All actions supported through this connector can be performed using Deluge workflows:

Method
Description
invokeURL
The Deluge invokeURL task can be used to access the WhatsApp APIs for the supported actions listed above.

For complete information on the APIs, visit the WhatsApp API doc.

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