> ## Documentation Index
> Fetch the complete documentation index at: https://help.messagesync.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Send Internal WhatsApp Notification

> The Send Internal WhatsApp Notification action alerts the user(s) assigned to a contact directly from your CRM workflows. The notification is synced to both the CRM and an actual WhatsApp message - so your team is alerted wherever they are.

> 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.

***

## Key Benefits[​](#key-benefits "Direct link to 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

***

## Who Should Use It[​](#who-should-use-it "Direct link to 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

***

## Requirements[​](#requirements "Direct link to Requirements")

Before using this action:

<Steps>
  <Step>
    **Update your WhatsApp provider app** to the latest version

    * Go to **App Marketplace → Installed Apps → WhatsApp provider → Update**
  </Step>

  <Step>
    **Connect a WhatsApp number**

    * Use the **WhatsApp Settings dashboard** to connect one or more WhatsApp instances
  </Step>
</Steps>

***

## How to Set Up[​](#how-to-set-up "Direct link to How to Set Up")

### Step 1: Create or Edit a Workflow[​](#step-1-create-or-edit-a-workflow "Direct link to Step 1: Create or Edit a Workflow")

<Steps>
  <Step>
    Go to **Automation → Workflows**
  </Step>

  <Step>
    Create a new workflow or edit an existing one
  </Step>

  <Step>
    Add your desired trigger (Form Submitted, WhatsApp Inbound, Appointment Booked, etc.)
  </Step>
</Steps>

### Step 2: Add the Action[​](#step-2-add-the-action "Direct link to Step 2: Add the Action")

<Steps>
  <Step>
    Click **+** or **Add New Action** after your trigger
  </Step>

  <Step>
    Switch to the **Apps** tab
  </Step>

  <Step>
    Click the **WhatsApp provider** app icon
  </Step>

  <Step>
    Select **Send Internal WhatsApp Notification**
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/goghl-whitelable/d0UJrCwlyc8wzaxE/images/automation/actions/assets/images/whatsapp-internal-notification-action.png?fit=max&auto=format&n=d0UJrCwlyc8wzaxE&q=85&s=7ea70fd7097e240384b0ce16db518f40" alt="Send Internal WhatsApp Notification" width="3420" height="1804" data-path="images/automation/actions/assets/images/whatsapp-internal-notification-action.png" />
</Frame>

### Step 3: Configure the Action[​](#step-3-configure-the-action "Direct link to Step 3: Configure the Action")

| Field            | Required | Description                                                                                                  |
| ---------------- | -------- | ------------------------------------------------------------------------------------------------------------ |
| **To User Type** | Yes      | Who receives the notification - **Assigned Users**, **Particular User**, or **Custom Number**                |
| **Message**      | No       | The notification text to send (supports custom variables)                                                    |
| **Choose User**  | No       | Shown based on **To User Type** - select a specific user or enter a phone number (hidden for Assigned Users) |
| **Attachment**   | No       | Include a file with the notification                                                                         |

### Step 4: Save and Publish[​](#step-4-save-and-publish "Direct link to Step 4: Save and Publish")

<Steps>
  <Step>
    Click **Save action**
  </Step>

  <Step>
    Review your complete workflow
  </Step>

  <Step>
    Toggle from **Draft** to **Published**
  </Step>
</Steps>

***

## Action Fields Explained[​](#action-fields-explained "Direct link to Action Fields Explained")

### To User Type Field[​](#to-user-type-field "Direct link to To User Type Field")

Choose who the notification goes to. This selection controls what the **Choose User** field becomes.

| Option              | What it does                                                                                           |
| ------------------- | ------------------------------------------------------------------------------------------------------ |
| **Assigned Users**  | Sends the notification to **every user assigned to the contact**. The **Choose User** field is hidden. |
| **Particular User** | Lets you pick **one specific user** from a dropdown. The **Choose User** field becomes that dropdown.  |
| **Custom Number**   | Lets you **enter any phone number** to notify. The **Choose User** field becomes a text input.         |

### Choose User Field[​](#choose-user-field "Direct link to 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

### Message Field[​](#message-field "Direct link to 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:**

```text theme={null}
New activity from {{contact.first_name}} {{contact.last_name}}. Please follow up.
```

### Attachment Field[​](#attachment-field "Direct link to Attachment Field")

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

***

## Example Use Cases[​](#example-use-cases "Direct link to Example Use Cases")

### Use Case 1: Alert the Assigned Rep[​](#use-case-1-alert-the-assigned-rep "Direct link to 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:**

```text theme={null}
{{contact.first_name}} just replied. Jump back into the conversation when you can.
```

***

### Use Case 2: Notify a Specific Manager[​](#use-case-2-notify-a-specific-manager "Direct link to 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:**

```text theme={null}
New high-value lead: {{contact.first_name}} {{contact.last_name}}.
```

***

## Important Notes[​](#important-notes "Direct link to Important Notes")

### Technical Details[​](#technical-details "Direct link to 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

### Best Practices[​](#best-practices "Direct link to 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

***

## FAQs[​](#faqs "Direct link to FAQs")

<AccordionGroup>
  <Accordion title="Who receives the notification?">
    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**).
  </Accordion>

  <Accordion title="Can I notify someone who isn't assigned to the contact?">
    Yes. Choose **Custom Number** and enter any phone number.
  </Accordion>

  <Accordion title="Can I attach a file?">
    Yes. Use the **Attachment** field to include a file with the notification.
  </Accordion>

  <Accordion title="Can I personalize the message?">
    Yes. Click the tag icon in the Message field to insert custom variables like `{{contact.first_name}}`.
  </Accordion>
</AccordionGroup>

***

## Support[​](#support "Direct link to Support")

If you need help with the setup or onboarding:

* Email: [**support@messagesync.ai**](mailto:support@messagesync.ai)