Actionist·WhatsApp Notifications
WhatsApp Notifications

WhatsApp Notifications

· #67 most-used

Send WhatsApp notifications from any trigger, instantly

SalesMarketingCommunicationSupportAutomationPhone & SMS

WhatsApp Notifications connects Actionist to the Meta WhatsApp Business Cloud API, letting your agents send text messages, approved template notifications, media files, location pins, and interactive button messages directly to customers, employees, and partners on WhatsApp. Use it to automate order confirmations, appointment reminders, payment alerts, onboarding packs, and internal ops notifications — delivered on the channel your contacts check most.

Try WhatsApp Notifications with ActionistVisit WhatsApp Notifications
Average time saved
13 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents replace the manual work of composing, addressing, and sending individual WhatsApp messages for notifications, reminders, approvals, and updates — work that previously required a human to open the WhatsApp Business app for every outgoing message.

Schedule

What your WhatsApp Notifications agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Mon–Wed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

WhatsApp Notifications × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
11Apps spanned
~21 hrsSaved / week
6Personas served
For sales
Featured5 apps

New lead contacted via WhatsApp within a minute of form submit

When a new lead submits a Facebook Lead Ad form, the agent creates or updates the CRM contact, sends an approved introduction WhatsApp template to the lead's phone within about a minute, creates a follow-up task in Google Calendar for the rep, and notifies the #sales Slack channel. The lead is engaged before any competitor has a chance to call.

~5 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new lead submits a Facebook Lead Ads form
Trigger
Step 1
Facebook Lead Ads
Detect new lead submission
write
Step 2
HubSpot
Create or update contact in CRM
write
Step 3
WhatsApp Notifications
Send Template Message with intro and booking link
write
Step 4
Google Calendar
Create follow-up task for the assigned rep
write
Step 5
Slack
Notify the sales channel that a new lead was contacted
Result
Create or update contact in CRMSend Template Message with intro and booking linkCreate follow-up task for the assigned repNotify the sales channel that a new lead was contacted
The win
Saved per run
8 min
Runs / week
~35×
Every lead receives a personal WhatsApp touch before a competitor can call
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    45 min / week
    Manual lead follow-up by phone or email

    Reps check the leads dashboard, find the new submission, look up the phone number, and manually call or compose an email — often hours or days after the form was submitted.

    Sales Agent
    0 min
    Agent sends personalised WhatsApp intro within a minute of form submit

    When a new lead submits a form, the agent calls Send Template Message with the lead's name substituted — they receive a WhatsApp notification before the rep even checks their email.

  • Marketing
    30 min / week
    Manual WhatsApp broadcast list management

    The marketing team manually composes each broadcast message in the WhatsApp Business app, copies in dynamic text by hand, and checks for template compliance before each send.

    Marketing Agent
    0 min
    Agent dispatches approved campaign templates to the full list automatically

    The Marketing Agent calls Send Template Message for each subscriber in the broadcast list, substituting variables dynamically — the entire campaign runs without the marketing manager touching the WhatsApp Business dashboard.

  • Customer Support
    40 min / week
    Manual customer status notifications

    Support agents manually look up the customer's phone, compose a WhatsApp message, and send it after each ticket status change — often skipped when the queue is busy.

    Customer Support Agent
    0 min
    Agent sends status updates and CSAT surveys via WhatsApp automatically

    When a ticket changes status, the Support Agent sends a WhatsApp template update to the customer within about a minute. Resolved tickets automatically trigger an interactive CSAT survey — no manual outreach needed.

  • Human Resources
    25 min / week
    Manual HR notification dispatch

    HR coordinators manually compose and send WhatsApp messages for each new hire, interview, and payslip cycle — copying phone numbers from the HRIS and typing messages individually.

    Human Resources Agent
    0 min
    Agent sends onboarding packs, interview prompts, and payslip alerts automatically

    The HR Agent sends onboarding documents, interview confirmation buttons, and payslip-ready notifications to each employee's WhatsApp — personalised and on time, with no HR coordinator copying numbers into the WhatsApp app.

  • Finance
    35 min / week
    Manual payment chase and approval follow-up

    Finance staff manually identify overdue invoices, look up customer phone numbers, compose WhatsApp messages, and separately chase managers for expense approvals via email or phone call.

    Finance Agent
    0 min
    Agent sends payment reminders and approval requests via WhatsApp automatically

    The Finance Agent sends approved invoice reminder templates and interactive expense approval button messages to the right person at the right time — payment recovery starts before the finance team checks their email.

  • Operations
    50 min / week
    Manual schedule and dispatch notifications

    Operations coordinators manually send shift schedules to each worker, compose delivery notification texts, and type out addresses for depot collections — one WhatsApp message at a time.

    Operations Agent
    0 min
    Agent sends shift schedules, delivery updates, and location pins via WhatsApp

    The Operations Agent sends weekly shift templates with personalised times per worker, dispatch notifications with tracking links, and location pins for collection points — all without the ops coordinator composing individual messages.

  • Legal
    20 min / week
    Manual contract delivery and chasing

    Legal coordinators email contracts as attachments, then manually chase for signatures via phone or email — contracts sit in inboxes for days while waiting for a response.

    Legal Agent
    0 min
    Agent delivers contracts and sends signature reminders via WhatsApp automatically

    The Legal Agent sends contracts as WhatsApp document messages and follows up with interactive button reminders — counterparties review contracts the same day and tap to confirm without an email thread.

+ 100s of other WhatsApp Notifications automations
Average time saved
25 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 people
Hourly rate
$20 / hr
Hours saved / week
32
Hours saved / year
1,600
Annual ROI
$32,000

Based on WhatsApp Notifications's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.

Connect

How to plug WhatsApp Notifications into Actionist

Pick the connection method that suits your environment.

Connect via a Meta System User access token and your WhatsApp Business phone number ID. Required for all WhatsApp Business Cloud API calls — this is the standard authentication method for the Meta WhatsApp Cloud API.

1
Create a Meta System User

Log in to Meta Business Settings, navigate to System Users, and create or select a system user with Admin access to your WhatsApp Business Account.

2
Generate a permanent access token

Generate a permanent access token for the system user with the whatsapp_business_messaging and whatsapp_business_management permissions. Copy the token — you will not be able to view it again.

3
Copy your Phone Number ID

Go to your WhatsApp Business Account in Meta Business Manager, open Phone Numbers, and copy the Phone Number ID for the number you want to send from.

4
Paste credentials into Actionist

Paste the Access Token and Phone Number ID into the connection fields in Actionist and click Test Connection. Actionist sends a test message to verify the credentials before any agent actions run.

Credentials you'll need
Access Token*
Meta Business Settings → System Users → Generate token with whatsapp_business_messaging and whatsapp_business_management permissions
Phone Number ID*
Found in your Meta WhatsApp Business Account under Phone Numbers — e.g. 123456789012345
Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
FAQs

Questions about WhatsApp Notifications + Actionist

How does Actionist connect to WhatsApp Notifications?
Go to the Apps tab, find WhatsApp Notifications, and click Connect. Actionist connects via the Meta WhatsApp Business Cloud API. You will need a verified WhatsApp Business Account, a phone number registered with Meta, and a permanent access token from your Meta System User. Paste the access token and your phone number ID into the connection fields, and Actionist runs a test message to confirm the handshake before any agent actions run.
What do I need to set up WhatsApp Notifications for the first time?
WhatsApp Notifications sends messages through the Meta WhatsApp Cloud API, which requires a verified WhatsApp Business Account. You need a Facebook Business Manager account, a phone number that has not previously been registered with WhatsApp, and Meta's approval for your Business Account. Once approved, you generate a permanent System User token in Meta Business Settings and use that token to authenticate Actionist. Free-tier Meta accounts have a 1,000 free business-initiated conversation limit per month.
Do I need WhatsApp-approved message templates to send notifications?
Yes. For outbound messages to customers who have not messaged you first (business-initiated conversations), WhatsApp requires you to use an approved message template. Templates must be submitted to Meta for approval before use and take 24-72 hours to review. Once approved, your agent can call Send Template Message to send any approved template with dynamic variable substitution. Free-form text messages can only be sent within a 24-hour customer service window after a customer messages you first.
What are the most common things agents do with WhatsApp Notifications?
The most common patterns: (1) order and shipping notifications — sending a template message the moment an order status changes in Shopify or WooCommerce; (2) appointment reminders — sending a reminder 24 hours before a booking in Calendly or Google Calendar; (3) lead follow-up — when a new lead submits a form on Facebook Lead Ads or a landing page, the agent sends a WhatsApp message within about a minute; (4) payment alerts — notifying customers when a payment is received or fails in Stripe; (5) internal ops alerts — notifying your team via WhatsApp when a critical system event happens.
Can the agent send images, documents, and other media via WhatsApp?
WhatsApp supports sending images (JPEG, PNG up to 5 MB), documents (PDF, DOCX, XLSX up to 100 MB), audio (MP4, OGG up to 16 MB), and videos (MP4, 3GPP up to 16 MB). When you use the Send Image Message, Send Document Message, or Send Video Message actions, you provide either a publicly accessible URL or a previously uploaded Media ID. Actionist passes the URL or ID to the WhatsApp Cloud API, which fetches and delivers the file. Inline file reading from local storage is not supported — the file must be publicly hosted or uploaded first.
Can I send interactive messages with buttons or pick-lists to customers?
Interactive messages — button reply messages and list messages — let recipients respond by tapping a structured choice rather than typing. Button messages support up to 3 quick-reply buttons; list messages support up to 10 sections with multiple rows each. When a customer taps a button or selects a list item, WhatsApp sends their reply back to your webhook, and the agent can route the next action based on the selected option. Setting up interactive messages requires a webhook receiver on your infrastructure to capture replies.
Can Actionist send location pins or map links via WhatsApp?
Yes, with caveats. The WhatsApp Cloud API supports location messages — you pass a latitude, longitude, name, and address, and WhatsApp renders an embedded map pin the recipient can tap to open in their maps app. The Send Location Message action handles this. This is one-way: Actionist can send a location but cannot read a customer's shared location from an inbound reply without a configured inbound webhook and a separate receiver service.
Can I send WhatsApp messages from multiple phone numbers or business lines?
WhatsApp Notifications via the Meta Cloud API supports sending from a single registered business phone number. To send from multiple numbers (for example, a number per country or brand), you would need separate phone number IDs and separate Actionist connections, each authenticated with its own access token. Sharing one connection across multiple numbers is not supported by the API.