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.

Was this helpful? If you are stuck, message us and a real person will help, the only platform in India that answers you live on WhatsApp.

Ask us on WhatsApp

Want the bigger picture? See the Automation Codex for use cases and strategy.

Trigger a workflow with a webhook

Build it

Pause Automation: stop a flow for human handoff

Time Delay block

The Stay in Session block

The Typing Indicator block