Send messages in Zaps using WhatsApp – Zapier

You can use WhatsApp Notifications in your Zaps to send yourself WhatsApp messages to your WhatsApp account. 

Messages are limited to prefilled templates for:

*   New Lead
*   New Message 
*   Payment Confirmation
*   New Order
*   Shipping Confirmation
*   Calendar Reminder

To send yourself a text message:

## 1\. Select your app and action event

*   In the Zap editor, click the **Action** step, or click the **plus + icon** to add an action to your Zap.
*   Search for and select **WhatsApp Notifications by Zapier**.
*   Click the **Event** dropdown menu and select **Send Message**.
*   Click **Continue**.

## 2\. Confirm your phone number 

*   Click **Sign In**.
*   The authentication dialog box will appear.

![WhatsApp Notification Authentication.png](https://help.zapier.com/hc/article_attachments/19805628187533)

*   Click the hyperlink **this link**. This will open a new tab in your browser to connect to your WhatsApp account.
*   In the new tab, click **Continue to Chat**. 
*   You’ll then be prompted to open WhatsApp.
    *   If you have the WhatsApp application installed on your computer, you’ll receive a prompt to open up your WhatsApp application.
    *   If you don’t have the WhatsApp application, you can download it or use WhatsApp Web instead.
*   Once you’ve opened WhatsApp in either the web browser or application, you’ll have a pre-filled message to send to Zapier. Click send.

![](https://lh3.googleusercontent.com/rwcxL6vWdM-2lOABRae4zsG2jPDv5Y25c9Ea4XE3USUvIaTl-yikespv5mShhThYJs0PHHl6lcbVj6djRhw5UNDyz7VIxbWGNffqSyBVyJz-8raQfNsWGSFS6Mij-rl4gTYncrxvpWuA5ZGDnVhH1rk)

*   Switch tabs to your authentication dialog box tab.

![ratingStar icon](https://cdn.zapier.com/storage/photos/8843673cace5f7b922c65168a85d657e.png) Tip

To switch between tabs, use the keyboard shortcut **Cmd** + **Shift** + **A** (Mac) or **Alt** + **Shift** + **A** (Windows) 

*   In the _Phone Number (WhatsApp_) field, add your **phone number** linked to your WhatsApp account. It must include the country code, without any spaces or dashes.
*   Click **Send PIN.** Zapier will send the OTP Code to your WhatsApp number.
*   In the _OTP Code_ field, add the **OTP Code**. 
*   Click **Yes, Continue to WhatsApp Notifications by Zapier**.
*   Click **Continue**.

## 3\. Customize your message

*   From the **Template** dropdown, select what type of message you want to send:
    *   **New Lead**:
        *   🚀 New lead alert: \[First Name\] \[Last Name\] is interested in your services!
            *   Email: \[email address\]
            *   Phone: \[phone number\]
            *   Lead Source \[lead source\]
            *   See Details: \[link to lead\]
    *   **New Message**: 
        *   📬 New message from \[First Name\] \[Last Name\]. Reply now at: \[link to reply\].
    *   **Payment Confirmation:**
        *   💰"Cha-ching! You received a \[payment amount\] from\[First name\] \[last name\]!
    *   **New Order**:
        *   Hey there! 🛍️ Your order \[order number\] has been confirmed.
    *   **Shipping Confirmation**:
        *   📦 Good news! Your package is on its way! Track your order with this link: \[Tracking Link\]
    *   **Calendar Reminder**:
        *   "📅 Friendly reminder:\[calendar event name\] at \[date\] at \[time\].
*   Once a template is selected, the relevant fields related to the template will appear. Complete all relevant and required fields.
*   Click **Continue**.

![miscEye icon](https://cdn.zapier.com/storage/photos/335619ab6472fe1fefab18d493cb39bf.png) Note

Let our [Support team](https://zapier.com/app/get-help) know if you’d like to see new templates added. 

## 4\. Test your step

*   Click **Test step.** If the step is successful, you’ll receive a message.

Once you’ve set up your WhatsApp Notification action, you can add another action or finish setting up your Zap.