How to send a file to a WhatsApp group
The [ChatsApp24] WhatsApp Send file to group automation rule is designed to automatically send files to clients in a WhatsApp group.
For an example of sending a message with a document, see the section "Sending a CRM document".
An example of sending a file to a group.
Suppose you want a automation rule to automatically send an instruction file to a group chat after going to a certain stage. The instruction is stored on the Bitrix24 disk in PDF format.
To send a file:
- Add the [ChatsApp24] WhatsApp Send file to group automation rule for a deal, for example, in the In Progress stage. Use the standard procedure for setting up ChatsApp24 robots.
- Fill in the parameters as shown in the figure in the table below and save the automation rule.
- To receive a notification after the file has been sent, set up another automation rule. This will help you know if an error occurred while submitting.
The parameters of the automation rule
|Group ID||When creating / adding a group, the WhatsApp Group id field will appear in the card|
|File ID||Specify the document identifier from the Bitrix24 disk. For more details see "How to find the document ID".||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|
|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.||Yes|