Send WhatsApp Message activity

An activity that sends a WhatsApp message to one or more Twilio users.


Send WhatsApp Message activity

Configure the Send WhatsApp Message activity

To configure the Send WhatsApp Message activity, do the procedure in this topic.

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Twilio tab.

    Open Twilio tab
  3. On the Twilio tab, drag the Send WhatsApp Message activity onto your process.

    Drag Send WhatsApp Message activity

General Configuration

Specifies the basic settings for the Send WhatsApp Message activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Send WhatsApp Message Configuration > To tab

Specifies one or more users to whom to send the WhatsApp message through Twilio.

Figure: Send WhatsApp Message Configuration > To tab

Send WhatsApp Message Configuration To tab

Fields

Field NameDefinition

Twilio

Function:
Specifies the access token that connects to your Twilio service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Twilio
Function of this Screen:
Configure an access token to connect to Twilio.

Mobile Number

Function:
Specifies the mobile numbers of one or more users to whom to send the WhatsApp message.
Accepted Values:
​The mobile numbers of the users separated by semicolons (;) in this format:​

+[country code][Mobile number]

Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • +919036725620 - In this example, + is prefix for country code, 91 is country code, and 9036725620 is the mobile number.

AgilePoint User Name

Function:
Specifies one or more AgilePoint NX user names to whom to send the WhatsApp message.
Accepted Values:
The name of the users separated by semicolons in this format:

[domain name]\[user name]

Default Value:
None
Accepts Process Data Variables:
Yes
Example:
MYDOMAIN\JANEDOE

Send WhatsApp Message Configuration > Message tab

Specifies the WhatsApp message to send through Twilio.

Figure: Send WhatsApp Message Configuration screen

Send WhatsApp Message Configuration screen

Fields

Field NameDefinition

Twilio

Function:
Specifies the access token that connects to your Twilio service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Twilio
Function of this Screen:
Configure an access token to connect to Twilio.

Text Message Body / Media URL

Function:
Specifies whether to send text message or media message in WhatsApp.
Accepted Values:
  • Text Message Body - Sends a text message in WhatsApp.
  • Media URL - Sends a media message based on a URL.
Default Value:
Text Message Body
Accepts Process Data Variables:
No

Message Body

Function:
Specifies the content of your WhatsApp message.
To Open this Field:
  1. On the Send WhatsApp Message Configuration screen, click Text Message Body.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Media URL

Function:
Specifies the absolute URL of a document, an image, or an audio file.
To Open this Field:
  1. On the Send WhatsApp Message Configuration screen, click Media URL.
Accepted Values:
One line of text (a string) in URL format that points to a document, an image, or an audio file.

The file can be one of these types:

  • .png
  • .jpg
  • .jpeg
  • .mp3
  • .pdf
Default Value:
None
Example:
https://mysite.com/demo/image/upload/Sample.jpg

Send WhatsApp Message Configuration > Response tab

Specifies the process data variable that stores the message ID.

Figure: Send WhatsApp Message Configuration > Response tab

Send WhatsApp Message Configuration Response tab

Fields

Field NameDefinition

Twilio

Function:
Specifies the access token that connects to your Twilio service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Twilio
Function of this Screen:
Configure an access token to connect to Twilio.

Store the Response Message ID in this Variable

Function:
Specifies the process data variable that stores the message ID.

The message ID comes from Twilio.

Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?