Trigger a workflow with a webhook

This is the pattern every integration follows: another app posts data to a URL, your workflow catches it, and sends a WhatsApp template. Build it once and you can wire in almost any tool.

Build it

In the automation builder, click Create Workflow and name it.

Add Webhook → Custom Webhook. Give it a title and click Generate Hook.

Copy the webhook URL and paste it into the other app.

Click Capture Incoming Webhook and send a sample from the other app. The fields appear, ready to map.

Add a CRM → Send Template Message step. Pick the channel and template.

Map the number to the phone field, and each template variable to the matching captured value.

Click Run & Save, then Enable. It now fires on every webhook call.

Use an approved template

An automation usually messages a customer outside the 24-hour window, so the outgoing message must be an approved template. Keep your alert and reminder templates approved in advance.

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