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Why it matters: When a workflow runs on a contact, the people responsible for that contact need to know. This action notifies the assigned user(s) automatically - delivered both as a CRM notification and as a real WhatsApp message - so nothing slips through the cracks.

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Key Benefits​

Notify the Right People - Message the user(s) assigned to the contact automatically Flexible Targeting - Send to all assigned users, a specific user, or any phone number Synced Everywhere - Delivered to both the CRM and an actual WhatsApp message Attachment Support - Include a file with the notification Workflow Integration - Combine with any CRM trigger for powerful automation

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Who Should Use It​

Sales Teams - Alert the assigned rep the moment a contact takes action Support Teams - Notify the contact owner about escalations Agencies - Route internal alerts across client sub-accounts Operations - Keep staff informed of status changes and hand-offs

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Requirements​

Before using this action:
1
Update your WhatsApp provider app to the latest version
  • Go to App Marketplace → Installed Apps → WhatsApp provider → Update
2
Connect a WhatsApp number
  • Use the WhatsApp Settings dashboard to connect one or more WhatsApp instances

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How to Set Up​

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Step 1: Create or Edit a Workflow​

1
Go to Automation → Workflows
2
Create a new workflow or edit an existing one
3
Add your desired trigger (Form Submitted, WhatsApp Inbound, Appointment Booked, etc.)

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Step 2: Add the Action​

1
Click + or Add New Action after your trigger
2
Switch to the Apps tab
3
Click the WhatsApp provider app icon
4
Select Send Internal WhatsApp Notification
Send Internal WhatsApp Notification

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Step 3: Configure the Action​

FieldRequiredDescription
To User TypeYesWho receives the notification - Assigned Users, Particular User, or Custom Number
MessageNoThe notification text to send (supports custom variables)
Choose UserNoShown based on To User Type - select a specific user or enter a phone number (hidden for Assigned Users)
AttachmentNoInclude a file with the notification

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Step 4: Save and Publish​

1
Click Save action
2
Review your complete workflow
3
Toggle from Draft to Published

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Action Fields Explained​

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To User Type Field​

Choose who the notification goes to. This selection controls what the Choose User field becomes.
OptionWhat it does
Assigned UsersSends the notification to every user assigned to the contact. The Choose User field is hidden.
Particular UserLets you pick one specific user from a dropdown. The Choose User field becomes that dropdown.
Custom NumberLets you enter any phone number to notify. The Choose User field becomes a text input.

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Choose User Field​

This field adapts to your To User Type selection:
  • Assigned Users → hidden (the action resolves the assigned users automatically)
  • Particular User → a dropdown to select the user
  • Custom Number → a text field to type the destination phone number

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Message Field​

Enter the notification text. You can:
  • Type plain text
  • Use custom variables (click the tag icon to insert)
  • Include emojis
Example with variables: 
New activity from {{contact.first_name}} {{contact.last_name}}. Please follow up.

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Attachment Field​

Attach a file to send with the notification. This field is optional.

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Example Use Cases​

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Use Case 1: Alert the Assigned Rep​

Notify whoever owns the contact when a new message comes in. Trigger: WhatsApp Inbound Action: Send Internal WhatsApp Notification
  • To User Type: Assigned Users
  • Message:
{{contact.first_name}} just replied. Jump back into the conversation when you can.

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Use Case 2: Notify a Specific Manager​

Escalate high-value leads to a fixed recipient. Trigger: Form Submitted Action: Send Internal WhatsApp Notification
  • To User Type: Custom Number
  • Choose User: +1 555 010 0000
  • Message:
New high-value lead: {{contact.first_name}} {{contact.last_name}}.

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Important Notes​

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Technical Details​

  • The notification is synced to both the CRM and an actual WhatsApp message
  • Assigned Users sends to every user assigned to the contact that runs the workflow
  • Custom Number can reach any phone number, even someone not assigned to the contact
  • Works with all standard CRM workflow triggers

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Best Practices​

  • Use Assigned Users so the right owner is always notified as assignments change
  • Use custom variables to give recipients context at a glance
  • Keep notifications concise
  • Test before publishing

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FAQs​

It depends on To User Type: every user assigned to the contact (Assigned Users), one user you pick (Particular User), or any number you type (Custom Number).
Yes. Choose Custom Number and enter any phone number.
Yes. Use the Attachment field to include a file with the notification.
Yes. Click the tag icon in the Message field to insert custom variables like {{contact.first_name}}.

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Support​

If you need help with the setup or onboarding: