How to add a member to a WhatsApp group
The [ChatsApp24] WhatsApp Add participant to group automation rule is created to automatically add the desired WhatsApp user to the group.
An example of sending a file to a group.
Task: It is necessary that after the transition of the transaction to a certain stage, the WhatsApp number is automatically added to the already created group.
How to do:
- Add the [ChatsApp24] WhatsApp Add participant to group for a deal, for example, in the Waiting stage. Use the standard procedure for setting up ChatsApp24 Automation.
- Fill in the parameters as shown in the figure in the table below and save the automation rule.
- In order to receive a notification after adding a participant, the person responsible for the transaction, set up another automation rule. This will help you know if an error occurred while adding.
The parameters of the automation rule
|Group Id||When creating / adding a group, the WhatsApp Group id field will appear in the card|
|Participant phone number||The phone number of the user to add to the group chat.||Yes|
|Account Id||Enter your СhatsApp24 account ID (Instance). See How to Find Your ChatsApp24 Account ID for details. If you leave the field blank, the system uses the account number that is first in the list in the ChatsApp24 settings|
|Run as||Specify an employee who has access to contacts, leads, or deals.||Yes|