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.