Connect Copilot and WhatsApp Notifications to unlock the power of automation
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Set up your first integration
Quickly connect Copilot to WhatsApp Notifications with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with WhatsApp Notifications - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.
Add your action
An action happens after the trigger—such as "Send Message" in WhatsApp Notifications.
You’re connected!
Zapier seamlessly connects Copilot and WhatsApp Notifications, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- List App Installs
Lists the app installs in a workspace.
Try ItTriggerPolling - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - List Clients
Lists the clients.
Try ItTriggerPolling - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerInstant
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerInstant - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerInstant - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerInstant - Query param to filter placeholder companies
Try ItTriggerPolling
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Connect Copilot and WhatsApp Notifications to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate WhatsApp Notifications on the Zapier blog
Frequently Asked Questions about Copilot + WhatsApp Notifications integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and WhatsApp Notifications
How can I set up the integration between Copilot and WhatsApp Notifications?
Setting up the integration involves connecting your Copilot account with WhatsApp through our platform. You’ll need to create a trigger in Copilot that sends data to our system, which then pushes notifications to your WhatsApp based on specific actions you define.
What triggers can be used in Copilot for sending WhatsApp notifications?
You can use various triggers such as new message received, comment added, or status change in a project within Copilot. Once these triggers are activated, a notification is sent to your WhatsApp.
Are there any limitations on the number of notifications I can receive on WhatsApp?
There are no specific limitations imposed by us on the number of notifications. However, it's essential to ensure compliance with WhatsApp’s terms and conditions regarding message rates and usage.
Is it possible to customize the content of the notifications sent via WhatsApp?
Yes, you can customize the content of alerts sent from Copilot through our platform. You’ll have control over message templates and variables that you wish to include in each notification.
Can I send group messages through this integration?
Currently, our integration focuses on individual user notifications. Sending group messages is not directly supported, but you could set up multiple individual triggers as needed.
What should I do if there are delays in receiving WhatsApp notifications?
If there are delays, first ensure that both Copilot and your WhatsApp services are functioning correctly. You should also verify your network connection and check if any service downtimes or API limits might be affecting delivery speeds.
Does integrating with WhatsApp affect my current settings on Copilot?
Integrating with WhatsApp does not alter your existing settings within Copilot. The setup utilizes independent configuration settings dedicated solely for handling notification tasks without modifying your core workflow.
