return to Blog
Cream Simple SEO Writer Course Blog Banner 5

WhatsApp and Zapier automation #6: Receive Slack channel notifications for new incoming chats in WhatsApp

Unleash the potential of WhatsApp and Zapier integration. Explore the seamless integration and discover new ways to optimize your business workflows.

WhatsApp & Zapier Automation Overview

If you want to notify your team in the Slack channel about a new message on WhatsApp, then use this step-by-step guide. This Zapier template will send an automatic notification to the Slack channel when you receive a new WhatsApp message.

– This automation is available as Zapier & WhatsApp template for quick setup with TimelinesAI.
– Native Zapier integration is available on all TimelinesAI plans.
– You can try it on a free trial right now! No credit card or additional setup is required, it works with all WhatsApp numbers.
Learn more about WhatsApp and Zapier integration.

Step 1: Create a new Zap

For illustration purposes, we’ll be creating a Zap where automated notifications are sent to Slack when you receive new messages on WhatsApp. However, you may change the triggers and actions, available within their respective drop-down menus on Zapier, depending on your needs.

Log into Zapier and then create a Zap by adding the information required in the respective fields like this:

WhatsApp and Zapier automation 6 1Once you are done, you may click on “Try it”. This will take you to a section where you’ll be able to select the Slack account that you’ll use. Zapier will ask your permission to access information from Slack. Once you approve it, Zapier will proceed and gather data from your Slack account.

Step 2: Connecting TimelinesAI account

After you finish step 1, Zapier will ask you for your TimelinesAI account. To connect TimelinesAI account, you need to:

1. Go to the TimelinesAI account;
2. Click on the “Integrations” tab on the sidebar;
3. Choose  “Zapier Integration“, where you’ll need to click on “Generate new token“:

WhatsApp and Zapier automation 6 2

Make sure to click on that token, so it can be copied to your clipboard.

You’ll then go back to Zapier and continue the process by pasting that token into this text box:

WhatsApp and Zapier automation 6 3This will allow Zapier to load your WhatsApp account – make sure to select your account there and then click on “Next”.

Step 3: Customize your WhatsApp message

Zapier will ask you for information about the message. The information that you’ll enter here are variables that will be preloaded from your WhatsApp account, as you can see here:

WhatsApp and Zapier automation 6 4

Step 4: Testing your WhatsApp & Zapier Automation

Once you click on “Send test”, Zapier will send an automated message that will be visible on TimelinesAI and Slack.

After you have confirmed that the message was sent, you may go back to Zapier and proceed to the last step by clicking on “Next”. This will take you to a section where you can double-check the details you just entered here, and then you may turn this Zap on.

And that’s how you create a Zap to send notifications to Slack channels when you receive new messages on WhatsApp. You’ll be able to review this on Zapier by clicking on “Zaps“.

Step 5: Check out other ready-to-use WhatsApp and Zapier Automations

Looking for something else? No problem, we got you covered! Just register for a free trial and submit your request in our in-app support chat – we will create a template for you!

You May Also Find Useful

Send automated WhatsApp messages when Opportunity stage moved in Keap CRM
​In the realm of efficient customer relationship management, staying in sync with the progress of your business opportunities ...

Read More

Send automated WhatsApp messages when a New Contact is created in Keap CRM
​In the fast-paced world of customer relationship management, timely and personalized communication is the cornerstone of ...

Read More

Send automated WhatsApp messages when the Opportunity stage is updated in Copper CRM
In the realm of modern customer relationship management, timing is crucial, and effective communication can be the key to ...

Read More