WhatsApp API Integration Dash SaaS
Seamless integration of the WhatsApp API revolutionizes communication and user engagement within the platform.
Introduction
Seamless integration of the WhatsApp API revolutionizes communication and user engagement within the platform. Users can now trigger WhatsApp messages based on specific events, all conveniently managed through customizable event notifications in the settings section. This feature empowers users to stay connected and informed, enhancing the efficiency of communication workflows whether it’s notifying team members of new tasks, revenue updates, user creations, invoices, proposals, appointments, or any other critical event.
How To Install the WhatsApp API Add-On?
To Set Up the WhatsApp API Add-On you can follow this link: Setup Add-On
How to use the WhatsApp API Add-On?
- Once you purchase the Add-On, navigate to the settings page, click on system settings, and find WhatsApp API.
- On that page, you have to enter the WhatsApp Phone Number Id and WhatsApp Access Token, with the help of which you can send messages via WhatsApp.
- To generate the WhatsApp Permanent Access Token, you can follow this link:
How To Generate Whatsapp API Permanent Access Token
How To Generate Token of Meta
- After you do this, you get a chance to choose the notifications settings. Here is the way you can enable or disable the notifications of the various Add-Ons.
- You can customize notification messages language wise, for example, if you want to change the message for new user notifications, you can do it here.
- For example: If you enable the create user setting from General, then the notification via WhatsApp will be sent to that particular user when the user is created.
General
- New User
- New Sales Invoice
- Sales Invoice Status Updated
- New Proposal
- Proposal Status Updated
- New Purchase
Account
- New Customer
- New Vendor
CRM
- New Lead
- Lead to Deal Conversion
- New Deal
- Lead Moved
- Deal Moved
Hrm
- New Award
Project
- New Project
- New Task
- New Bug
Categories
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