How to send a file from Bitrix24 disk to WhatsApp

From English wiki
Jump to navigation Jump to search

Automation rule [ChatApp for WhatsApp] Send file is created to automatically send messages to clients with attached documents from the Bitrix24 disk.


Let's say that after creating the lead, the robot sends the manager's business card to the client in WhatsApp. The image is stored on the Bitrix24 disk in JPEG format.

To send a business card:

  1. Add the automation rule [ChatApp for WhatsApp] Send file for the lead, for example, at the Waiting for a Client stage. Use the standard ChatApp automation rules configuration procedure.
  2. Fill in the parameters as shown in the figure in the table below and save the automation rule.
  3. So that after sending the message, the person responsible for the lead receives a notification, configure another automation rule. This way you can find out if an error occurred during the sending.
Rule Sending file
Field Description Required? Example
Phone Fill in the phone number of the client where you want to check for WhatsApp. You can use the format +79000000000 (Or another +number), but for the universal action of the automation rules recommended to use the fields from the CRM contact card. To specify multiple numbers, put a comma, space, or semicolon after each number. Examples of filling in the field for deals:
  • {{Contact: Phone (Text)}}. The automation rule will send messages to all the contact's phone numbers. {{Contact: Work Phone (Text)}}
  • The automation rule will send messages to the contact's work phone number. Example for leads: {{Contact: Phone (Text)}}

Example for leads: {{Contact: Phone (Text)}}

Да Send file
ID account Enter your СhatsApp24 account ID (Instance). See "How to Find Your ChatApp Account ID" for details. If you leave the field blank, the system uses the account number that is first in the list in the ChatApp settings
ID file Specify the document identifier from the Bitrix24 disk. For more details see "How to find the document ID". Да
See in open channels Possible values: Yes and No. When enabled, messages sent by the automation rule will appear in the chats of Open channels. If the option is disabled, messages will appear only in the contact, lead or deal card in the comments area.
Run as Specify an employee who has access to contacts, leads or deals. Да