# Send / Receive Updates By WhatsApp When A Customer is Created Or Transaction Is Updated

### Automating Update Notifications with Webhooks

This guide explains how to set up an automation workflow to receive automatic updates for:

* New customer creation
* Transaction creation
* Custom field updates on a customer profile

#### Setup Steps

#### 1. Create Webhook URL

* Go to **Automation Builder**
* Create a new workflow
* Add a **Custom Webhook** block
* Generate and copy the Webhook URL

#### 2. Integrate with Rewards Store

* Go to **Rewards → Store**
* Paste the copied Webhook URL in the Webhook section
* Save the store

This allows the store to send event data to your automation.

#### 3. Configure Basic Router

* Add a **Basic Router** in the workflow
* Create filters to differentiate:
  * Customer Created
  * Transaction Created/Updated
  * Custom Field Updated

#### 4. Add CRM Blocks

* Add **CRM → Send Template Message** blocks
* Select WhatsApp channel
* Map required variables (Name, Number, Balance, etc.)
* Save the workflow

#### Testing Your Workflow:

* **New Customer:** Create a new customer profile to verify the trigger and messaging functionality.
* **Transaction:** Create a transaction to test the transaction update trigger.
* **Custom Field Update:** Modify a custom field on a customer profile to ensure the custom field update trigger functions correctly.

Successful setup and testing will enable the automated sending of update messages via WhatsApp for each scenario.

***To enable sending alerts to customers instead of only to an admin, you need to modify the workflow in the CRM blocks. Replace the fixed WhatsApp number with a variable that dynamically maps to the customer's number. Use the variable mapping `WANUMBER` to achieve this.*** 

***This adjustment ensures that alerts are sent directly to the customer's WhatsApp number, personalized and targeted based on the specific trigger event.***

#### You can copy the automation from the given link:

/products/automation/flow/a9a00f046d4f097db22cef0fbd2ccf6c 

Kindly add your dashboard url in front of above link.

{% embed url="<https://youtu.be/wl8_lNyMh5U>" %}


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