Send a WhatsApp or other message from an automation
The Send a WhatsApp message step sends your text from a number you choose, or replies in the same chat. It can attach the PDF an earlier step generated, and it supports reply buttons and lists.
The chat it came in on replies in the chat that started the run, for message triggers only.
2
Under Send to, choose who gets it.
The person who messaged, for message triggers, or The record: then pick the phone, in the trigger record, a linked record or a record you found.
3
Write the Message. Press Insert a detail to add record data.
4
Optional: under Attachments, press Attach and choose a document from Generated documents.
It’s the PDF an earlier Generate a document step makes, sent as a file, with your text as its caption.
5
Optional: under Let them tap an answer, add Buttons or a List.
Who receives the message?
Source
When
The same chat
Send from is The chat it came in on, with a message trigger
A mobile field in the record
Automations built on records
A number in a linked record
Such as {{lead.whatsapp_number}}, up to two relations
A number in a record you found
Such as {{found.client.phone}}
The sender’s number
The person who messaged, with a message trigger
If the chosen number is empty, the send is refused, and it’s not sent to anyone else.
Reply buttons and lists
Up to 3 buttons, or a list of up to 10 options. Channels that support them, such as WhatsApp Cloud, show them as real buttons. Other channels receive them as numbered text: “1) Yes… reply with the number”.
A Wait for a reply step chooses the path by the button pressed or the number.
Linking the chat to the record
A new chat is linked to the trigger record on its own. A chat linked to another record keeps its link.
Sending a document the automation generated
The Attachments list offers the PDFs that Generate a document steps before this one make. The generate step must be on the same path, before the message.
