How to send a message to a WhatsApp group

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The [ChatsApp24] WhatsApp Send message to group automation rule was created to automatically send plain text messages or messages with attached CRM documents to the group.

An example of sending a message to a group

Suppose you want to send a message to the desired WhatsApp group after going to a certain stage.

For this:

  1. Add the [ChatsApp24] WhatsApp Send message to group for the transaction, for example, in the Prepayment stage. Use the standard procedure for setting up ChatsApp24 automation rules.
  2. Fill in the parameters as shown in the figure in the table below and save the automation.
  3. To receive a notification after the message is sent, the person responsible for the deal should be configured with another automation rule. This will help you know if an error occurred while submitting.
WhatsApp Send message group.png

The parameters of the automation rule

Field Description Required? Example
Group Id При создании/добавлении группы в карточке появится поле WhatsApp Group id.
Automation rule WhatsApp Send message group.png
Message text The text message that the robot will send to the group. 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