Send WhatsApp Message activity

Configure the Send WhatsApp Message activity

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

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Twilio tab.
On the Twilio tab, drag the Send WhatsApp Message activity onto your process.

Specifies the basic settings for the Send WhatsApp Message activity.

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

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Default Value:

None

Accepts 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

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

Field Name	Definition
Twilio	Description: Specifies the access token that connects to your Twilio service. Allowed Values: A list of access tokens configured for your environment. Default Value: None
Create	Opens this Screen: Access Token for Twilio Function of this Screen: Configure an access token to connect to Twilio.
Mobile Number	Description: Specifies the mobile numbers of one or more users to whom to send the WhatsApp message. Allowed Values: The mobile numbers of the users separated by semicolons (;) in this format: +[country code][Mobile number] Default Value: None Accepts 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	Description: Specifies one or more AgilePoint NX user names to whom to send the WhatsApp message. Allowed Values: The name of the users separated by semicolons in this format: [domain name]\[user name] Default Value: None Accepts Variables: Yes Example: MYDOMAIN\JANEDOE

Specifies the WhatsApp message to send through Twilio.

Field Name	Definition
Twilio	Description: Specifies the access token that connects to your Twilio service. Allowed Values: A list of access tokens configured for your environment. Default Value: None
Create	Opens this Screen: Access Token for Twilio Function of this Screen: Configure an access token to connect to Twilio.
Text Message Body / Media URL	Description: Specifies whether to send text message or media message in WhatsApp. Allowed 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 Variables: No
Message Body	Description: Specifies the content of your WhatsApp message. To Open this Field: On the Send WhatsApp Message Configuration screen, click Text Message Body. Allowed Values: More than one line of text. Default Value: None Accepts Variables: Yes
Media URL	Description: Specifies the absolute URL of a document, an image, or an audio file. To Open this Field: On the Send WhatsApp Message Configuration screen, click Media URL. Allowed 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

Specifies the process data variable that stores the message ID.

Field Name	Definition
Twilio	Description: Specifies the access token that connects to your Twilio service. Allowed Values: A list of access tokens configured for your environment. Default Value: None
Create	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	Description: Specifies the process data variable that stores the message ID. The message ID comes from Twilio. Allowed Values: A process data variable that accepts an alphanumeric string with no spaces or special characters. Default Value: None Accepts 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?