WhatsApp-Meta

This page provides detailed guidance on integrating WhatsApp with Autom Mate to enable automated, interactive messaging workflows using prebuilt actions such as text, media, and button-based responses

Introduction

This document provides comprehensive and up-to-date instructions for integrating WhatsApp into Autom Mate. The integration allows users to interact with WhatsApp’s messaging platform, enabling operations like sending text, media, interactive buttons, and collecting user responses directly within Autom Mate workflows.

Through this integration, Autom Mate users can automate processes such as customer communication, approval collection, and real-time notifications—all without writing additional code.

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What is WhatsApp?

WhatsApp is a globally used messaging platform designed to enable fast, secure, and direct communication between individuals and businesses. With its Business API, it provides enterprise-grade capabilities for sending messages, collecting responses, and delivering interactive user experiences at scale.

WhatsApp is used across industries to drive customer engagement, support service workflows, and streamline operations. With this integration, Autom Mate users can easily embed WhatsApp interactions into their automated workflows.

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Automate Integration with WhatsApp

Under the Integration Library, Autom Mate provides several built-in actions that allow seamless interaction with WhatsApp, including:

• Text – Sends simple or question-based text messages.

• Send Media – Sends images or videos with captions.

• Button Message – Sends a message with up to 3 predefined buttons.

• List Message – Sends a structured list of up to 10 items.

• Dynamic List Message – Sends a list dynamically populated via API.

These actions allow users to send messages, receive structured responses, and process input dynamically within workflows.

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🔐 Prerequisite

Before using this integration, ensure you have the appropriate credentials stored securely in Autom Mate:

• Navigate to the Vault page in Autom Mate.
• Create a new Vault item containing your WhatsApp API credentials.

• Use this credential in the Credential field within the action configuration.

This ensures secure communication and credential management across your automation processes.

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Using the Integration

To use the WhatsApp integration in Autom Mate:

• Select the WhatsApp Action Choose from pre-built actions like "Text", "Send Media", or "Button Message" in the Integration Library.

• Fill in Required Fields Provide necessary inputs like message content, media link, or API endpoint depending on the selected action.

• Use Variables in Subsequent Actions After executing the action, you can use the assigned output variables in downstream actions, such as conditional flows, data updates, or external system interactions.

How To Use Actions

Button Message

Description and Purpose

The WhatsApp - Button Message action enables Autom Mate users to send structured, interactive messages via WhatsApp that include up to three tappable button options. This facilitates quick and predefined user responses—ideal for workflows involving approvals, confirmations, customer service, and other interactive decisions.

This action supports higher engagement and response rates by reducing user effort and making interactions more dynamic.

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Usage Instructions

1

Specify Credential

Credential (Required) Provide the credential that enables Autom Mate to send messages via your WhatsApp Business API instance.

2

Compose Message Content

Header (Optional) Short title displayed at the top of the message. Character limit: 60

3

Body (Required)

Main content of the message that explains the context or question. Character limit: 1024

4

Footer (Optional)

A small note or instruction shown below the buttons. Character limit: 60

5

Configure Button Messages

Button Messages (Required) Add 1 to 3 buttons the recipient can click to respond. Each button represents a predefined response. Maximum: 3 buttons Each button's text must be ≤ 24 characters.

Example button texts

• "Approve"

• "Reject"

• "Request Info"

6

Execute the Action

When run, the message will be sent to the recipient with the specified interactive buttons. User interaction (selected button) is stored in the system-defined string variable.

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Inputs

Field	Description
Credential	WhatsApp API credential for authentication (e.g., token or key)
Header	Short message title (max 60 characters)
Body (Required)	Main message content (max 1024 characters)
Footer	Optional footer message (max 60 characters)
Button Messages	Up to 3 button labels (each ≤ 24 characters)

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Outputs

Field	Description
Response	A string variable containing the title of the button clicked by the user

Note: The output can be used in conditional branches to drive workflow logic based on user response. This field is a string variable that holds the title value

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Dynamic List Message

Description and Purpose

The WhatsApp - Dynamic List Message action allows Autom Mate users to send a WhatsApp message with a list of dynamic options retrieved from an external API using either GET or POST method. The data source can be secured via Basic authentication (username/password) or OAuth2 credentials managed in Autom Mate Vault. This action enhances interaction by letting users choose from real-time generated options and use their selection in automated workflows.

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Usage Instructions

1

Select WhatsApp Credential

Credential (Required) Select the WhatsApp credential that allows Autom Mate to send the message.

2

Header (Required)

Provide a short title for the message. Character limit: 60

3

Body (Required)

Write the main body text explaining the list selection. Character limit: 1024

4

Footer (Optional)

Provide a small note or context below the list. Character limit: 60

5

Button Text (Required)

Define the label shown on the interactive button. Character limit: 20

6

Request URI (Required)

Enter the full URL of the API endpoint that provides list data.

7

Method

Choose GET or POST.

8

Authentication

• Basic Authentication

  • Username (Required): Use a custom string or reference from Vault.

  • Password (Required): Use a custom string or reference from Vault.

• OAuth2

  • Custom OAuth Credential: Select an OAuth2 credential defined in Autom Mate Vault.

9

Header (Optional)

Define any custom headers as key-value pairs (e.g., API keys, tokens).

10

Query Params (Optional)

Define additional query parameters as key-value pairs.

11

Response Title Path (Required)

Provide the path to extract the title of each list item. Leave empty if the title is at the root. Character limit: 24

12

Response Description Path (Optional)

Provide the path to extract the description of each list item. Character limit: 72

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Inputs

Field	Description
Credential	WhatsApp credential used for sending the message
Header	Title of the list message (max 60 characters)
Body	Message body content (max 1024 characters)
Footer	Footer text (max 60 characters)
Button Text	Button label (max 20 characters)
Request URI	API endpoint URL to retrieve the list
Method	HTTP method: GET or POST
Authentication	Select Basic or OAuth2 for secured access
Username	(Basic) Username for authentication
Password	(Basic) Password for authentication
Custom OAuth Credential	(OAuth2) OAuth credential from Vault
Header	Custom header key-value pairs
Query Params	Custom query parameter key-value pairs
Response Title Path	JSON path to extract item title (max 24 characters)
Response Description Path	JSON path to extract item description (max 72 characters)

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Outputs

Field	Description
Response	String variable holding the selected list item's title

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List Message

Description and Purpose

The WhatsApp - List Message action enables Autom Mate users to send a WhatsApp message containing a static list of predefined options. Users can select from this list, and the selected value is returned as a response variable. This action is ideal for use cases such as predefined service selections, product options, or user preference submissions.

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Usage Instructions

1

Select WhatsApp Credential

Credential (Required): Select the WhatsApp credential that allows Autom Mate to send the message.

2

Header (Required)

Provide a short title for the message. Character limit: 60

3

Body (Required)

Write the main message text. Character limit: 1024

4

Footer (Optional)

Add a note or additional information below the list. Character limit: 60

5

Button Text (Required)

Specify the label shown on the button to open the list. Character limit: 20

6

List Messages (Required)

• Add one or more list items to display to the user.

• Click "Create List Item" to define a new entry.

• Each list item must include a Title (required, max 24 characters) and may include an optional

• Description (max 72 characters).

• You can add up to 10 list items in total.

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Inputs

Field	Description
Credential	WhatsApp credential used to send the message
Header	Title of the list message (max 60 characters)
Body	Body content of the message (max 1024 characters)
Footer	Footer note (optional, max 60 characters)
Button Text	Button label (max 20 characters)
List Messages	List of up to 10 items, each with a title and optional description

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Outputs

Field	Description
Response	A string variable that holds the selected list item’s title

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Send Media

Description and Purpose

The WhatsApp - Send Media action allows Autom Mate users to send multimedia messages via WhatsApp. Supported media types include images and videos. This action is commonly used in workflows that require visual communication—such as confirmations, instructions, alerts, or promotional content.

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Usage Instructions

1

Select WhatsApp Credential

Credential (Required): Select the WhatsApp credential that allows Autom Mate to send the message.

2

Label (Optional)

Add a custom label for internal identification or reporting purposes.

3

Media Type

Select the type of media to be sent. Available options:

• Image

• Video

4

Link (Required)

Provide the publicly accessible URL of the media file.

• Image formats supported: jpeg, png

• Video formats supported: mp4, 3gpp

• The link must be HTTPS and directly downloadable.

5

Caption (Optional)

Add an optional caption that will be displayed under the media.

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Inputs

Field	Description
Credential	WhatsApp credential used for sending the message
Label	Optional label for internal tracking or logging
Media Type	Select Image or Video
Link	Public HTTPS link to the media (image: jpeg/png, video: mp4/3gpp)
Caption	Optional message displayed below the media

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Outputs

Field	Description
Response	A string variable that confirms media message delivery status

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Text

Description and Purpose

The WhatsApp - Text action allows Autom Mate users to send a plain text message to a WhatsApp contact. This action can be used for simple notifications, updates, confirmations, or to ask a direct question. Optionally, the message can be flagged as a question to collect a response from the user.

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Usage Instructions

1

Select WhatsApp Credential

Credential (Required) Select the WhatsApp credential that allows Autom Mate to send the message.

2

Label (Optional)

Provide a label for internal tracking or categorization.

3

Message

Enter the message text to be sent. Character limit: 4096

4

Is Question? (Optional)

If checked, the message is treated as a question, and the recipient’s reply will be captured in the response variable.

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Inputs

Field	Description
Credential	WhatsApp credential used for sending the message
Label	Optional label for internal use
Message	Text content of the message (max 4096 characters)
Is Question?	If enabled, captures user reply to the message

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Outputs

Field	Description
Response	A string variable that holds the reply text from the user