When a WhatsApp Flow form is submitted
When a WhatsApp Flow form is submitted runs when a contact submits a WhatsApp Flow form that you built under Forms. The person is still in the chat, so you can reply straight away.
Conditions
Conditions are optional. Click Add Condition, then pick a Field, an Operator and a value. Choose All (AND) or Any (OR) under Condition Type to decide whether every condition or just one must match.
| Condition | Operators | Values |
|---|---|---|
| WhatsApp Flow | is part of all, is part of any, is not part of all | Your published WhatsApp Flow forms |
| WhatsApp Flow Response | equals, not equals, is part of all, is part of any, is not part of all, lesser than, greater than, lesser than equal to, greater than equal to, is more than X period from now (future), is less than X period from now (future), is less than X period ago (past), is more than X period ago (past) | An answer to a field on the WhatsApp Flow |
| Contact Group | is part of all, is part of any, is not part of all | Your contact groups |
| Client Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your client tags |
| Contact Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your contact tags |
| Contact Stage | equals, not equals | Subscriber, Lead, Engaged, Marketing qualified lead (MQL), Sales qualified lead (SQL), Opportunity, Follow-up Required, Customer, Evangelist, Other, Lost, Inactive |
Use WhatsApp Flow to pick the form, and WhatsApp Flow Response to check the answer to one of its fields.
Actions
Click Add Action and choose from Select Action. Actions run in order; use the arrows to reorder them. To delay an action, click Add wait time (or Add wait & Schedule time on template and email actions). Wait times count from the trigger event, not from the previous action.
| Action | What it does | Wait time |
|---|---|---|
| send WhatsApp message | Sends a WhatsApp text reply. Only delivered while the 24-hour WhatsApp session is open. | Up to 1 day |
| send WhatsApp interactive message - Buttons | Sends a WhatsApp message with reply buttons. | Up to 1 day |
| send WhatsApp interactive message - List options | Sends a WhatsApp message with a list of options to choose from. | Up to 1 day |
| send WhatsApp interactive message - CTA URL | Sends a WhatsApp message with a button that opens a link. | Up to 1 day |
| send WhatsApp interactive message - Flow | Sends a WhatsApp Flow, a form that opens inside WhatsApp. | Up to 1 day |
| send WhatsApp media | Sends an image, video or document. | Up to 1 day |
| send WhatsApp audio | Sends an audio file or voice note. | Up to 1 day |
| send WhatsApp location Message | Sends a map location, such as your address. | Up to 1 day |
| send a WhatsApp template message | Sends an approved WhatsApp template. Works outside the 24-hour session, so use it for reminders, follow-ups and anything sent later. | Minutes to months |
| send Customer Satisfaction Survey (CSAT) | Sends a customer satisfaction (CSAT) survey. | Minutes to months |
| Notify Staffs via WhatsApp | Sends a WhatsApp template message to the team members you choose. | Minutes to months |
| Add the Contact to Group | Adds the contact to a contact group, which you can check in later conditions. | Minutes to months |
| Remove the Contact from Group | Removes the contact from a contact group, for example so a rule does not run twice. | Minutes to months |
| Add Contact Tags | Adds tags to the contact. | Minutes to months |
| Remove Contact Tags | Removes tags from the contact. | Minutes to months |
| Update Contact Stage | Moves the contact to a stage, such as Lead or Customer. | Minutes to months |
| Assign chat to unassigned queue | Moves the chat to the unassigned queue so a team member can pick it up (bot-to-human handover). | Up to 1 day |
| Assign chat to Staff | Assigns the chat to the team member you choose. | Up to 1 day |
| Auto-Assign Chat to Staff - Round Robin | Assigns the chat to team members in turn (round robin). | Up to 1 day |
| Auto Close Conversation | Closes the conversation, so automations answer again the next time the person writes. | Minutes to months |
| Add Contact Notes | Adds a note to the contact. | Minutes to months |
| Send Email | Sends an email to the client, team members or a custom list. Marketing emails need CRM Suite; Transactional emails do not. | Minutes to months |
| Add Client Tags | Adds tags to the client record. | Minutes to months |
| Remove Client Tags | Removes tags from the client record. | None |
| Add Text Client Notes | Adds a text note to the client record. | Minutes to months |
| Add or Update Client Custom Attributes | Adds or updates custom fields on the client record. | Minutes to months |
Example
Thank people and route hot leads
- Create a rule with the When a WhatsApp Flow form is submitted trigger.
- Add the condition WhatsApp Flow is part of any "Free trial request".
- Add the actions send WhatsApp message ("Thanks! We will call you today.") and Auto-Assign Chat to Staff - Round Robin.
Good to know
- Booking chatbot flows installed from rule templates do not run this trigger; it is only for flows built under Forms.