Create inbox actions for WhatsApp Messaging

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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

  1. Click WhatsApp > Settings on the left menu.
  2. Click the “Inbox actions” option
  3. Click the “+ New inbox action” button.
  4. 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”
  5. 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

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