Whautomate Help
Visit our websitePricingRequest DemoRoadmap
  • 👋Welcome to Whautomate
  • Overview
    • 💡What we do
    • ✨Our Features
  • Fundamentals
    • 🛠️Getting Started
      • Customer Service
      • Marketing
      • Sales
      • E-Commerce
      • Appointments
      • Classes & Subscriptions
    • 🎯Onboarding Checklist
      • Appointments
      • Classes
      • E-Commerce
      • Customer Service
  • Product Guides
    • Communication
      • Connect a Communication Channel
      • Omni Channel Team Inbox
      • Contacts
      • Segmentation & Broadcasts
      • Email/SMS Sender Configuration
      • Marketing opt-out Management
      • ⚡Canned Responses
      • ⭐CSAT Score
    • Automation
      • Triggers
        • Incoming WhatsApp Messages
        • Outgoing WhatsApp Messages
        • Appointment Updates
        • Happy Birthday Automation
        • Client Anniversary Automation
        • When a Client is created
        • When a Client is added to a Tag
        • When a Client is removed from a Tag
        • When a Contact is created
        • When a Contact is added to a Tag
        • When a Contact is removed from a Tag
        • When a Contact Status Changes
        • When a Client Completes a Form
        • When a Client is assigned a Form
        • When someone Completes an anonymous Form
        • Subscription Updates
        • Order Updates
        • Invoice Updates
        • Credits Usage Updates
        • Class Participant Updates
        • Incoming Messenger Messages
        • Outgoing Messenger Messages
        • Incoming Instagram Messages
        • Outgoing Instagram Messages
        • Incoming Telegram Messages
        • Outgoing Telegram Messages
        • Incoming Website Messages
        • Outgoing Website Messages
        • Shopify - Abandoned Cart
        • Shopify - Order Created
        • Shopify - Order Fulfilled
        • Shopify - Order Cancelled
        • WooCommerce - Abandoned Cart
        • WooCommerce - Order Status Changes
      • Setup WhatsApp Chatbot
      • WhatsApp AI Chatbot - Customer Service
      • Telegram AI Chatbot - Customer Service
      • Chatbot Demos
      • WhatsApp Drip Campaign
      • Birthday Wishes Campaign
      • Automate Reviews & Surveys
    • Invoice & Payment links
      • Setup Payment Gateway
      • Update Business Settings
      • Invoice & Payments
      • Invoice Statements
      • Send Invoice PDF - Personalize WhatsApp, Email and SMS template
      • Invoice Request Payment - Personalize WhatsApp, Email and SMS template
    • E-Commerce
      • Setup WhatsApp Catalog
        • Add Items - Manual
        • Add Items - Data Feed
        • Add Items - Connect Partner Platform
      • Manage Inventory & Link WhatsApp Catalog
      • WhatsApp E-Commerce Chatbot
      • Automate Order Updates
      • Automate Order Reviews & Surveys
    • Appointments
      • Setup Team Member Profile
      • Setup Services
      • Book Appointments - Admin
      • Setup Whatsapp Flow Appointment Chatbot
      • Setup Appointment Chatbot
      • Setup Appointment Notifications
      • Setup Appointment Notifications for Staffs
      • Setup Bulk Appointment Notifications
      • Setup Booking Portal
      • Sync Appointments with External Calendars
      • Bulk Import Services
      • Setup Virtual/Online Session Services
      • Setup Virtual/Online Session Notifications
    • Plans & Subscriptions
      • Setup Plans
      • Setup Subscriptions
    • Class Bookings
      • Bulk Import Classes
      • Setup Classes
      • Setup Class Batches
      • Setup Class Notifications
      • Setup Bulk Class Notifications for Participants
      • Setup Class Booking Chatbot
      • Setup Whatsapp Flow Class Booking Chatbot
      • Setup Class Booking Portal
    • Forms
      • Request Form - Personalize WhatsApp, Email and SMS template
      • Personalize Your Form Response PDFs: Template Editor
      • Form Automations
      • Payment Forms
    • Coupons
    • Loyalty Program
      • Automate Loyalty Program Notifications via WhatsApp
    • Integrations
      • WhatsApp Cloud API
        • WhatsApp Payment Method
        • Meta Business Verification
        • WhatsApp Profile
        • WhatsApp Compliance Info
        • WhatsApp Commerce Settings
        • WhatsApp Message Templates
        • Linking WhatsApp Number (WABA) to Your Facebook Page
        • How to Add WhatsApp Button to Your Instagram Account
        • Setup Click-to-WhatsApp Ads (CTWA)
      • Instagram
      • Facebook Messenger
      • Telegram
      • Livechat
      • OpenAI
      • Stripe
      • Razorpay
      • Shopify
        • Shopify Automations
      • WooCommerce
        • Woocommerce Automations
      • Rest API
      • MyFatoorah
      • Zoom
      • Webhooks
        • Clients
        • Contacts
        • Messages
        • Appointments
        • Classes
        • Invoice Updates
      • Zapier
    • Client CRM
      • Bulk Import Clients
      • Client Details
      • Client Notes
      • Client Documents
      • Client Letters
      • Client Forms
    • WhatsApp Chat Widget
    • Whautomate Rest API
      • Client Tags
      • Clients
      • Contact Tags
      • Contacts
      • Locations
      • Staffs
      • Segments
      • Broadcasts
      • Messages
      • Service Categories
      • Services
      • Appointments
      • Classes
      • Webhooks
      • Whautomate REST API Error Messages
    • Whautomate FAQs
      • My WhatsApp Template Message Failing to Send to Some Users?
      • How to Check My WhatsApp Quality Rating and Messaging Limits?
      • How to Install the Whautomate Progressive Web Application?
      • Why Does My Whautomate Account Frequently Log Out?
      • How to Get the WhatsApp Green Tick in 3 Easy Steps
      • Essential Tips to Avoid WhatsApp Business Account/API Restrictions & Bans
      • How to Check Undeliverable or Failed WhatsApp Contacts in Whautomate
      • How to Delete Your WhatsApp Business API Number?
  • Account Management
    • Manage Subscription
      • Choose Your Plan
      • Upgrade Subscription
      • Whautomate Add-ons
      • Update Payment Method
      • Subscription Cancelations
    • Account Settings
    • Team Members Management
      • Invite, Activate or De-activate Members
      • Roles and Permissions
    • Forgot Password
    • Reset Password
    • Two Factor Authentication
  • WhatsApp Pricing
    • WhatsApp pricing Calculator - USD
    • WhatsApp pricing Calculator - INR
    • WhatsApp Pricing Calculator - EUR
Powered by GitBook
On this page
  • General Use Cases
  • Here are two methods to setup a webhook.
  • 1. Setting Up a New Webhook
  • 2. Setting Up a Customized Webhook with Payload Customization
  1. Product Guides
  2. Integrations

Webhooks

Whautomate provides a Webhook feature designed to facilitate real-time integration with external systems or services.

This feature empowers users to transmit data and notifications from Whautomate to other platforms, streamlining communication and automation processes.

General Use Cases

The list of webhook events is currently available for use. 👇

Clients

  • Client Created: Triggered when a new client is created

  • Client Tag Added: Triggered when a tag is added to the client

  • Client Tag Removed: Triggered when a tag is removed from the client

Contacts

  • Contact Created: Triggered when a new contact is created

  • Contact Tag Added: Triggered when a tag is added to the contact

  • Contact Tag Removed: Triggered when a tag is removed from the contact

Messages

  • WhatsApp, Instagram, Messenger, Telegram and Live Chat Incoming Messages: Triggered when a new message is received from the client.

  • WhatsApp, Instagram, Messenger, Telegram and Live Chat Outgoing Messages: Triggered when sending a new message to the client.

Appointments

  • Appointment Updates: Triggered when an appointment is booked, rescheduled, cancelled, etc by a client.

Classes

  • Class Participant Updates: Triggered when a class is booked, rescheduled, cancelled, etc by a client.

Invoices

  • Invoice Updates: Triggered when an invoice is created or the invoice status is updated as a draft, paid, pending, and sent.

Here are two methods to setup a webhook.

1. Setting Up a New Webhook

  • You can configure up to 5 webhooks, each capable of notifying your application about multiple selected events.

  • Note that this method does not offer a customized payload option; only HTTP POST requests are supported.

Step 1: Go to the Whautomate app, select the Integration menu option, and Select the Webhooks Connect button to continue.

Step 2: Select the New Webhook button to continue

Step 3: Configure Webhook Settings

(i) Enter the Webhook name Eg. Contact Created

(ii) Enter the Server URL where the webhook notifications will be sent.

(iii) Choose the events you want to receive notifications for. You can select multiple events for a single webhook. Eg. Contact Created

Step 4: Save your webhook configuration.

Test the webhook to ensure it is working correctly.

2. Setting Up a Customized Webhook with Payload Customization

This method allows you to send custom webhook payloads via RESTful endpoints, offering flexibility in data transfer and integration with external applications.

Step 1: Go to the Whautomate app, Select the Automation menu option, Click the Add Rule button, and then select the Create Rule From Scratch option to continue.

Step 2: Select the Trigger When a Client is created option.

Step 3: To add conditions, simply click on the "Add Condition" button.

Please set up the condition based on your specific use case. Note that I skipped the condition section in this case.

Step 4: Select a send Action type as the Webhooks by Whautomate option 👇

Add the Details of Webhook Configuration

(i) Select the Request Method option as POST

(ii) URL: Enter the URL where the webhook notifications will be sent.

(iii) Payload: The "Payload" refers to the data associated with the automation trigger. It includes the content or information transferred from Whautomate to the external system or service via the webhook. You can customise this payload according to your need.

Please enter (#) to choose from variables in the payload to be populated dynamically when customising the payload.

(iv) Headers: I used the Whautomate default header. If you want to use a new header, select the Add Header button and create. 👇

Step 5: To test the Webhook, please select the "Send Test Webhook" button.

Step 6: After filling in all the details Click the Save button. 👇

How to Test Webhooks Requests

Step 2: Copy the webhook request URL and Paste it into the Whautomate platform 👇

The Request URL is where Whautomate sends data and events. It's an external system that receives HTTP requests. Specify the URL of the receiving system for seamless data transmission and optimal performance.

Step 3: Go to the Whautomate app and paste the Request URL to the Create New Client Webhook Automation Action section URL field.

Step 5: To test the Webhook, please select the "Send Test Webhook" button.

Step 6: Go back to the Pipedream app and select the test event to check the test payload data.

Step 7: After filling in all the details Click the Save button. 👇

Here are the articles in this section:

PreviousZoomNextClients

Last updated 11 months ago

Step 1: Go to the website, sign up for your account and then select the Create Request Bin button to continue which will give you enough credits for testing the webhooks.

Note: Implement the automation trigger and conditions outlined in the upper section, which corresponds to those utilized in the

https://requestbin.com/
Clients
Contacts
Messages
Appointments
Classes
Invoice Updates
Get Started