You can create custom Inbox Actions with WhatsApp Messaging. Doing so lets you automate specific actions directly from your WhatsApp Inbox. With these actions, you can:
- Execute actions via API on external platforms (like Zapier, Zendesk, Shopify, etc.)
- Trigger automated flows for the current contact
Once you create an action, it will appear as a button that you can click
Create an inbox action
- Click WhatsApp > Settings on the left menu.
- Click the “Inbox actions” option.
- Click the “+ New inbox action” button.
- Complete the following information:
- Name of the action - Give the action a concise but descriptive name. For example, “Create a ticket in Zendesk.” This name is internal and cannot be viewed by your customers
- Action type - Choose between HTTP Request or Trigger Flow
- HTTP Request - Sends data to external platforms using API calls. You can use this to create tickets in Zendesk using the contact’s information
- Trigger Flow - Activate a specific automated flow for the current contact. You must select the flow you want to execute from your list of created flows
- Button label - Provide the text will appear on the button for users to click. For example, your button can have the text, “Create a ticket for Support”
- Click the “Action details” button to complete building your action:
- If using “HTTP Request,” you need to customize the HTTP action. To do so:
- Select the Method type
- Enter a valid URL. Note that you can add variables
- Click “Body” and select the request body type
- Click “Headers” > “Add Header” to create a header
- Click “Query” > “Add a query param”
- Click “Test Request” to test your HTTP request
- When finished, click “Submit”
- If using the “Trigger flow” option, select the existing flow that will execute when the button is clicked
- When finished, click the “Submit” button
- If using “HTTP Request,” you need to customize the HTTP action. To do so: