Automation Workflows

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  1. To Create a Workflow rule, Go to Settings -> Automation -> Workflow Rules. Click Create Rule Button.
workflow rules

workflow rules

  1. Follow Create New Rule Popup window will open. Now,
  • Choose Module
  • Input a Rule Name & Description
  • Click Next
create a new rule

create a new rule

  1. Choose Date/Time or event to execute the rule
Choose trigger

Choose trigger

  1. Select condition.
select a condition

select a condition

  1. Select Custom Action As WhasappMessageByGupshup
choose gupshup whatsapp messaging action

choose gupshup whatsapp messaging action

  1. Select Channel

  2. Select Receivers Number

  1. User can search for a template using the search bar or opt to filter templates by category, displaying only the selected templates in the list.

  2. Choose the desired Template from the List.

  3. Then select variable if any from drop down.

  4. Click on Save button to save workflow.

  5. Enter Name and click on Save and Associate

Click Save. New Rule will show in Workflow Rules. Make sure status is ON.

Updated 5 months ago