Zapier
The Automations page (/automations) integrates directly with Zapier, enabling you to connect WhatsApp to thousands of business tools without writing a single line of code.
Whether you want to automatically trigger WhatsApp messages when an e-commerce order is placed, capture leads from website forms, or synchronize contact lists with your CRM, Zapier handles the connection in real time.
Embedded Zapier Workflow Builder
WhatsBox embeds the Zapier Partner SDK directly inside your dashboard:
- Single Sign-On: Opening the Automations page automatically authenticates your Zapier session using your WhatsBox email.
- Visual Builder: Search for apps, select pre-built templates, and configure triggers and actions without leaving the WhatsBox web app.
- Free Tier Available: Zapier provides a free tier covering basic task executions, with premium plans available for high-volume automated pipelines.
Popular WhatsBox Zapier Workflows
E-Commerce & Shopify
Trigger instant WhatsApp order confirmations, shipping tracking numbers, and abandoned cart reminders when a Shopify or WooCommerce order occurs.
Lead Capture & Forms
Send an instant WhatsApp welcome message and catalog whenever a prospect fills out a Google Form, Typeform, or Facebook Lead Ad.
CRM Synchronization
Automatically create or update contacts in HubSpot, Salesforce, or Zoho CRM when new WhatsApp conversations arrive.
Calendars & Appointments
Send automated appointment reminder templates 24 hours prior to a Calendly or Google Calendar booking.
Available Triggers & Actions
Triggers (When this happens...)
- New Incoming Message: Triggers whenever a customer sends a message to any of your WhatsApp channels.
- New Contact Created: Triggers when a new contact is added in WhatsBox.
- Contact Added to List: Triggers when a contact is segmented into a specific audience list.
Actions (...Do this in WhatsBox)
- Send WhatsApp Template Message: Sends an approved template message with mapped dynamic variables.
- Send Session Message: Sends a free-form text or media message if a 24-hour window is open.
- Create or Update Contact: Adds or modifies contact attributes and assigned lists.
- Add Contact to List: Adds an existing or new contact to an audience segment.