How to configure a Webhook to send WhatsApp messages through a Workflow Rule on Zoho CRM

How to configure a Webhook to send WhatsApp messages through a Workflow Rule on Zoho CRM

In this article, we'll explain how to send WhatsApp messages through a Workflow Rule on Zoho CRM using a Webhook.

When the conditions of the Workflow Rule are defined, we can choose if we want that the Webhook gets
triggered when the conditions are met or if we want that the Webhook gets triggered sometime after the
conditions are met.



Once we choose the Webhook, it will ask if we want to use an existing Webhook or if we want to create a new one. In this case, we will create a new one.



To configure it, the procedure we should follow is:

1. We will give a name to the Webhook, to identify for what we are going to use it.

2. We will use the POST method to send the information.

3. We will use the following URL for the delivery: https://webservice.woztell.com/webhook/messages













4. We will leave the Header blank.

5. On the Body, we will choose the Form-Data type and we will configure it following the next steps:

      5.1. Module parameters. Here we will add our Woztell token.
      Parameter Name: WOZTELL_TOKEN
      Parameter Type: in the drop-down menu we choose zoho40.woztellfull
      Parameter value: in the drop-down menu we choose Woztell token.

      5.2. Customer parameters. Here we will add our Woztell's SuperAdmin email address.
      Parameter Name: WOZTELL_ADMIN
      Parameter value: Woztell's SuperAdmin email address.

If you don't know which email address is your SuperAdmin, you can check this article where it is explained.


      5.3. User defined Format: Here we will define to who the message will be sent, the message we will send (if it is a session message or a template), and who sends the message (the customer can't see this last one. This is used to know who has sent the message when we check on WhatsApp logs module on Zoho CRM).

Parameter Name: DATA
Parameter Value: this field will have JSON structure:

  1. {
  2.     "TO":"whatsapp-number",
  3.     "MESSAGE":"your-message-text",
  4.     "USER":"issuer-name"
  5. }



In case we want to send a template instead of a session message by Webhook, the Parameter Value field will change:

  1. {
  2.     "TO":"whatsapp-number",
  3.     "TEMPLATE":"#your-template-code",
  4.     "PARAMETER 1":"your-parameter-1-value",
  5. ...
  6.     "PARAMETER 10":"your-parameter-10-value",
  7.     "USER":"issuer-name"
  8. }

If you need more information about the API, you can check this link: