Overview

Enhance your communication strategy with WhatsApp Business automation. By integrating WhatsApp with your workflow, you can send messages, manage customer inquiries, engage with contacts, or delegate communication tasks to custom AI agents.

💡 Note: Only Meta Business Accounts with an existing Business portfolio can use this integration.

Connect & Configure WhatsApp

Before you start using WhatsApp in Taskade, you need to configure the integration:

Add WhatsApp Business as an action (see the next section).
Click Connect to connect your WhatsApp Business account to Taskade.

How to get the System User Access Token and Business Account ID

Visit https://developers.facebook.com/apps/ on your Meta Business Account.
Click on Create an App.
Select Other.
Select the Business App Type.
In the created app, click Set Up Whatsapp.
Follow the set up instructions and Link the Business Portfolio.
Click Start using API.
Click on the Generate Access Token button, this is used in the field System User Access Token.
The WhatsApp Business Account ID is found here too.

Build WhatsApp Automations

Using the WhatsApp Business connector as part of your automation flows allows you to optimize communication management and enhance social media engagement.

💡 Note: Visit our Automation Guide to learn more.

Add WhatsApp Business as an Action

Go to the Automations tab in your workspace or folder.
Click ➕ Create automation.

Select the Add from scratch tile.

Click ➕ Add Action and choose one of the WhatsApp Business actions from the list.

Connect your WhatsApp Business account to Taskade (see the first section of this guide).

Specify the conditions for the trigger (if applicable).

(optional) Add more steps to the automation.
Click Save changes in the top-right corner.
Toggle the automation on in the top-right corner.

WhatsApp Business Actions

Here are the WhatsApp Business actions you can use in your workflows:

(Action) Send Message	Sends a text message to a specified contact or group on WhatsApp.
(Action) Send Template Message	Sends a pre-designed template message for consistent communication.
(Action) Send Media	Sends a media file (Image, Audio, Document, Video) to a specified contact or group on WhatsApp.

Note that due to a WhatsApp Business security measure, if a user has not sent a previous message to the business account first, the business account will only be able to send templated messages to the user.

WhatsApp Business Automation Settings

Connector options give you full control over the WhatsApp Business automation:

Send Message

🏷️ Field	🔤 Description
(required) Phone Number ID	Phone number ID that will be used to send the message.
(required) To	The recipient of the message.
(required) Message	The body of the message.

Send Template Message

🏷️ Field	🔤 Description
(required) Phone Number ID	Phone number ID that will be used to send the message.
(required) To	The recipient of the message.
(required) Message	The body of the message.
(required) Message Template	Message template that will be used to send the message.

Send Media

🏷️ Field	🔤 Description
(required) Phone Number ID	Phone number ID that will be used to send the message.
(required) To	The recipient of the message.
(required) Type	The type of media. (Image, Audio, Document, Video)
(required) Media URL	The URL of the media.
(optional) Caption	The caption for the media.
(optional) Filename	The filename for the media.

WhatsApp Business Automation Use Cases

Not sure how to use the WhatsApp Business connector? Here are a few ideas:

Send order status updates to customers via WhatsApp	✅ Trigger: `Row Updated` in `Google Sheets` ➡️ Action: `Find Row(s)` for order info ➡️ Action: `Send Template Message` with status (WhatsApp)
Onboard new customers with automated WhatsApp messages	✅ Trigger: `New Entry` in `Typeform` ➡️ Action: `Generate with AI` for welcome message ➡️ Action: `Send Template Message` to customer (WhatsApp)
Announce product launches to your audience	✅ Trigger: `New File` (`Google Drive`) (e.g. new content) ➡️ Action: `Generate with AI` to summarize ➡️ Action: `Send Message` (WhatsApp)
Coordinate volunteers with shift updates via WhatsApp	✅ Trigger: `New Row` in `Google Sheets` (shift assigned) ➡️ Action: `Generate with AI` for shift instructions ➡️ Action: `Send Message` (Message) with shift details

Disconnect WhatsApp Business

To disconnect the WhatsApp Business integration from your Taskade account:

From Automations:
- Choose the WhatsApp Business action in your automation.
- Click Change in the configuration sidebar on the right.
- Click the trash button 🗑️ next to the active account.