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How to connect Monday and WhatsApp Business Cloud
Create a New Scenario to Connect Monday and WhatsApp Business Cloud
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or WhatsApp Business Cloud will be your first step. To do this, click "Choose an app," find Monday or WhatsApp Business Cloud, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the WhatsApp Business Cloud Node
Next, click the plus (+) icon on the Monday node, select WhatsApp Business Cloud from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Business Cloud.
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Authenticate WhatsApp Business Cloud
Now, click the WhatsApp Business Cloud node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Business Cloud settings. Authentication allows you to use WhatsApp Business Cloud through Latenode.
Configure the Monday and WhatsApp Business Cloud Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and WhatsApp Business Cloud Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Monday, WhatsApp Business Cloud, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and WhatsApp Business Cloud integration works as expected. Depending on your setup, data should flow between Monday and WhatsApp Business Cloud (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and WhatsApp Business Cloud
Monday + WhatsApp Business Cloud + Slack: When a status column is updated in Monday, a WhatsApp message is sent to the assignee, and a notification is posted to a Slack channel.
WhatsApp Business Cloud + Google Sheets + Monday: When a new message is received in WhatsApp, log the inquiry in a Google Sheet and create a follow-up task in Monday.
Monday and WhatsApp Business Cloud integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About WhatsApp Business Cloud
Use WhatsApp Business Cloud in Latenode for automated messaging workflows. Send personalized updates, order confirmations, or support replies. Integrate it with your CRM, e-commerce platform, or database. Automate routing and customize messages with Latenode's visual editor and JavaScript support for flexible, scalable communication.
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FAQ Monday and WhatsApp Business Cloud
How can I connect my Monday account to WhatsApp Business Cloud using Latenode?
To connect your Monday account to WhatsApp Business Cloud on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and WhatsApp Business Cloud accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send personalized WhatsApp messages upon Monday status change?
Yes, you can! Latenode allows creating complex workflows triggered by Monday updates, automatically sending tailored WhatsApp messages. Leverage no-code and JavaScript for advanced personalization.
What types of tasks can I perform by integrating Monday with WhatsApp Business Cloud?
Integrating Monday with WhatsApp Business Cloud allows you to perform various tasks, including:
- Sending WhatsApp notifications for new Monday task assignments.
- Creating Monday items from incoming WhatsApp messages.
- Updating Monday task statuses based on WhatsApp replies.
- Sending daily summary reports from Monday via WhatsApp.
- Triggering WhatsApp surveys after Monday project completion.
How do I handle errors in my Monday and WhatsApp Latenode workflows?
Latenode provides robust error handling. Use conditional logic and error-catching nodes to manage failures and ensure workflow stability, even with complex integrations.
Are there any limitations to the Monday and WhatsApp Business Cloud integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Monday and WhatsApp Business Cloud APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript knowledge.
- File attachments have size limits as defined by WhatsApp Business Cloud.
