WhatsApp API Integration Dash SaaS - WorkDo.io

WhatsApp API Integration Dash SaaS

Introduction

Workdo-Dash introduces a seamless integration of the WhatsApp API, revolutionizing communication and user engagement within its 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.

Within the Settings Page for WhatsApp API, users can tailor their alerts by toggling events on or off, ensuring a personalized experience. The ability to configure WhatsApp API credentials and manage event preferences simplifies communication management, making Workdo-Dash a powerful tool for businesses seeking efficient, real-time messaging solutions. Whether it’s notifying team members of new tasks, revenue updates, user creations, invoices, proposals, appointments, or any other critical event, Workdo-Dash’s WhatsApp integration ensures timely, transparent, and collaborative communication.

Workflow

Installation

So, the following is the process of the installation of the WhatsApp API Add-On with the help of which you can easily have access to this add-on.

Step 1: Super Admin Access:

First, the super admin must add the WhatsApp API add-on by going through a few procedures.

  • Scroll down to “add-on manager” after logging in to the super admin side.
  • Whatsapp Api Dash Saas

  • Click the “+” (Module Setup) button to include the Add-On.
  • Whatsapp Api Dash Saas

  • You will see a box where you must attach the ZIP file for the “Whatsapp API Add-On.”
  • Whatsapp Api Dash Saas

  • You must enable the module once the setup procedure is finished in order for the remaining customers to purchase it.
  • Whatsapp Api Dash Saas

Step 2: Company login Access:

After the super admin enables the add-on, the admins can purchase the add-on and have access to the WhatsApp API add-on by following the steps mentioned below.

  • So, the admin has to first purchase the add-on by navigating to the “subscription plan” page and then you have to click the “usage plan” and find the WhatsApp add-on and buy it.
  • Whatsapp Api Dash Saas

  • After you purchase the add-on go to the settings page and click on the system settings button.

Step 3: How to use the WhatsApp API Add-on?

  • Once you purchase the add-on, navigate to the settings module, click on system settings, and find out WhatsApp API.
  • Whatsapp Api Dash Saas

  • On that page, you have to enter the Number ID of the Whatsapp Registered Phone, Whatsapp Business Account ID, and Whatsapp Permanent Access Token with the help of which you can send messages via WhatsApp API.
  • Whatsapp Api Dash Saas

  • To learn how to generate a WhatsApp Permanent Access Token follow this link: https://workdo.io/documents/how-to-generate-whatsapp-api-permanent-access-token/
  • 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 modules.

1. Accounting Module

  • New Customer
  • New Bill
  • New Vendor
  • New Revenue
  • New Payment.

You can customize the notifications, like if you want to send a message regarding new customers then you have to enable that button, the same thing goes for all the points mentioned above.

2. Appointment Module

  • New Appointment
  • Appointment Status

Similarly, if you want to send notifications regarding new appointments, or appointment status then you can enable or disable one of the buttons, if you enable that button, then the notification will be sent of all the new appointments.

3. CMMS Module

  • Work Order Request
  • New Supplier
  • New POs
  • Work Order Assigned
  • New Part
  • New Component
  • New Location
  • New Pms

You can customize the notifications, like if you want to send a message regarding a work order request then you have to enable that button, the same thing goes for all the points mentioned above.

4. Contract Module

  • New Contract

If you want to send notifications regarding a new contract, then you can enable the new contract button from the settings page.

5. Fleet Module

  • New Vehicle
  • New Booking
  • New Insurance
  • New Maintenance
  • New Booking Payment
  • New Fuel

You can customize the notifications, like if you want to send a message regarding new vehicles then you have to enable that button, the same thing goes for all the points mentioned above.

6. General Module

  • New Invoice
  • Invoice Status Updated
  • New Proposal
  • Proposal Status Updated
  • Create User

If you want to send notifications regarding a new invoice, or invoice status update, then you can enable any button from the settings page.

7. HRM Module

  • New Award
  • New Announcement
  • New Holidays
  • New Monthly Payslip
  • New Event
  • New Company Policy

The notifications can be customized; for example, if you want to send a message about new awards, you must enable that button. The same is true for all the points made above.

8. CRM Module

  • New Lead
  • Lead to Deal Conversion
  • New Deal
  • Lead Moved
  • Deal Moved

From the settings page, you can activate any button regarding which you want to send notifications on WhatsApp API.

9. LMS Module

  • New Course
  • New Course Order
  • New Custom Page
  • New Blog
  • New Rating

You can customize the notifications, like if you want to send a message regarding the new course or new course order then you have to enable that button, the same thing goes for all the points mentioned above.

10. POS Module

  • New Purchase
  • New Warehouse

To send a message about a new purchase, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.

11. Recruitment Module

  • New Job
  • New Job Application
  • Interview Schedule
  • Convert To Employee

From the settings page, you can activate any button regarding which you want to send notifications on WhatsApp API

12. Retainer Module

  • Retainer create
  • New Retainer Payment

To send a message about a new retainer created, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.

13. Rotas Module

  • New Rotas
  • Rotas Time Change
  • New Availability
  • Cancel Rotas
  • Days Off

If you want to send notifications regarding a new rotas, rotas time change, or any other options then you can enable any button from the settings page.

14. Sales Module

  • New Quote
  • New Sales Order
  • New Sales Invoice
  • Add Sales Invoice Payment
  • Meeting Assigned

15. Support Ticket Module

  • New Ticket
  • New Ticket Reply

16. Project Module

  • New Project
  • New Milestone
  • New Task
  • Task Stage Updated
  • New Task Comment
  • New Bug

17. Training Module

  • New Trainer

18. vCard Module

  • New Appointment
  • New Contact
  • New Business
  • Business Status Updated

19. Zoom Meeting

  • New Zoom Meeting

20. Double Entry.

  • New Journal Entry

21. Commission

  • New Visitor
  • New Visit Reason

22. Holidayz

  • New Booking Coupon
  • New Room Facility
  • New Hotel Customer
  • New Hotel Service
  • New Room Booking
  • New Room
  • Change Hotel

23. Workflow

  • New Workflow

24. Portfolio

  • New Portfolio
  • Update Portfolio Status

25. Spreadsheet

  • New Spreadsheet

26. SalesAgent

  • New Program
  • Sales Agent Request Sent
  • Sales Agent Request Accept
  • Sales Agent Request Reject
  • New Sales Agent
  • New Sales Agent Order
  • Update Order Status

27. Fix Equipment

  • New Accessories
  • New Asset
  • New Audit
  • New Component
  • New Consumables
  • New License
  • New Location
  • New Maintenance

28. WordPress WooCommerce

  • New Product

29. Visitor Management

  • New Visitor
  • New Visit Reason

So, these are some of the modules, for which you can customize the notifications. There are modules, like Sales, Support Ticket, Project, Training, VCard, and Zoom Meeting for which you have to follow the same process.

So, now let’s learn how you can generate the WhatsApp Permanent Access Token. So to generate the WhatsApp Permanent Token, you have to follow these steps.

Need more help ?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

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