WhatsApp Notification for Phases
Create a WhatsApp Notification
WhatsApp notifications can be created directly or while configuring a workflow rule.
Ensure the WhatsApp number is set as the primary mobile number in Zoho Accounts and is verified on the Personal Details page in settings. If not configured, notifications will be sent to the user's email address associated with Zoho Accounts. For more details, refer here.
- Navigate to Setup (
) > Automation > WhatsApp Notifications.
- Select the Phases module.
- Click Create Notification.
- Enter the notification name.
- Select the layout and an approved template.
- Choose recipients.
- Click Add.
Associate a WhatsApp Notification with a Workflow Rule
- Navigate to Setup (
- Select the Phases module.
- Create or edit a workflow rule.
- Click Add Action > Associate WhatsApp Notification.
- Select the notification and click Associate.
- To create a new WhatsApp Notification at this step, click Create Notification.
- Click Save.
Back to Help
Workflow Rule for Phases
Email Template for Phases
Email Alert for Phases
Webhooks for Phases
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