How to send Automated Whatsapp message in Kylas?
This article will help you create Automated message in Kylas. Follow the steps below to proceed.
Prerequisites
Permissions - Any User with Create access on workflow and read access on Lead/Contact/Deal
Product Plans - Elevate
Activities to be completed - None
Step by Step Process
Step 1. Navigate to the CRM settings tab on the default dashboard.
Step 2. Click on Workflows under Automation.
Step 3. Click on Add a Workflow.
Step 4. To create a new workflow user needs to add all the details - Name, Description, Select the entity, Set the action type and trigger preference (for reference keeping it when the lead is created) and set conditions along with the actions to be performed accordingly.
Step 5. Under Set conditions to be performed select Webhook , click on Create a Webhook and add all the details required. Enter the name, description, select the Request type as Post.
Enter the request URL- https://whatsapp.integrations.kylas.io/whatsapp_messages/deliver_via_api.json
If there are no Authorizations - select No authentication required.
Step 6. Under the URL parameters> Add Parameters (The below shown parameters are only Lead Specific)
Parameters based on Different Entities.
| Entity type | Parameter Name | Parameter Type | Parameter Value |
| Lead | entity_type | Custom Parameter | lead |
| entity_id | Lead | id | |
| phone_numbers | Lead | Phone Numbers | |
| api_key | Custom Parameter | API key of the Kylas SMS app | |
| template_id | Custom Parameter | Id of the template ffom the Kylas SMS app | |
| template | custom Parameter | content of the template with a variable (if applicable) as $var_name | |
| variable_var_name | Based on variable type | Based on variable | |
| Contact | entity_type | Custom Parameter | contact |
| entity_id | Contact | id | |
| phone_numbers | Contact | Phone Numbers | |
| api_key | Custom Parameter | API key of the Kylas SMS app | |
| template_id | Custom Parameter | Id of the template ffom the Kylas SMS app | |
| template | custom Parameter | content of the template with a variable (if applicable) as $var_name | |
| variable_var_name | Based on variable type | Based on variable | |
| Deal | entity_type | Custom Parameter | deal |
| entity_id | Deal | id | |
| contacts | Deal | Associated Contacts | |
| api_key | Custom Parameter | API key of the Kylas SMS app | |
| template_id | Custom Parameter | Id of the template ffom the Kylas SMS app | |
| template | custom Parameter | content of the template with a variable (if applicable) as $var_name | |
| variable_var_name | Based on variable type | Based on variable |
Note - To locate the Template ID, navigate to the Whatsapp Templates section.
Step 7. Now, if you create a lead with all the set parameters, lead will recieve an automated message on the provided whatsapp number.
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