> ## 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 WhatsApp Message

> The  action is a custom WhatsApp provider workflow action that sends a WhatsApp message to a contact directly from your CRM workflows. Automate replies, confirmations, reminders, and follow-ups without sending anything by hand.

> Why it matters: Manually replying to contacts on WhatsApp doesn't scale. With this action you can send personalized WhatsApp messages triggered by any CRM event-new leads, appointments, form submissions, replies, and more.

***

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

**Automated Messaging** - Send WhatsApp messages automatically from any workflow

**Personalized Content** - Use custom variables to tailor every message

**Attachment Support** - Include an image, video, or document with your message

**Multi-Number Support** - Choose which connected WhatsApp number sends the message

**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** - Instantly follow up with new leads on WhatsApp

**Support Teams** - Send confirmations and updates automatically

**Agencies** - Automate client-facing messaging across sub-accounts

**Operations** - Send reminders, alerts, and status updates

**Marketers** - Deliver timely, personalized WhatsApp touches

***

## 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 WhatsApp Message**
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/goghl-whitelable/d0UJrCwlyc8wzaxE/images/automation/actions/assets/images/send-whatsapp-message-action-b67193309e51e35ab0308a71aba2c8f1.png?fit=max&auto=format&n=d0UJrCwlyc8wzaxE&q=85&s=05799429126372a7c1f2a76af7b430d0" alt="Send WhatsApp Message" width="2858" height="1542" data-path="images/automation/actions/assets/images/send-whatsapp-message-action-b67193309e51e35ab0308a71aba2c8f1.png" />
</Frame>

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

| Field               | Required | Description                                                                                                               |
| ------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------- |
| **Action Name**     | Yes      | A label for this action in the workflow (e.g. "Send Whatsapp Message")                                                    |
| **Message**         | Yes      | The message text to send (supports custom variables)                                                                      |
| **Attachments**     | No       | Upload a file (**System upload**) or pick one from the **Media library**                                                  |
| **WhatsApp Number** | No       | The connected number to send from. Leave empty to use the number-selection priority configured in your dashboard settings |

### 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")

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

Enter the message you want to send. You can:

* Type plain text
* Use **custom variables** (click the tag icon to insert)
* Include emojis
* Use line breaks for formatting

**Example with variables:**

```text theme={null}
Hi {{contact.first_name}} Thanks for reaching out! A member of our team will get back to you shortly.Meanwhile, feel free to reply here with any questions.
```

### Attachments Field[​](#attachments-field "Direct link to Attachments Field")

Attach a file to send with your message. You have two options:

* **System upload** - Click to upload, or drag and drop a file
* **Media library** - Select an existing file from your library

This field is optional.

### WhatsApp Number Field[​](#whatsapp-number-field "Direct link to WhatsApp Number Field")

Choose which connected WhatsApp instance sends the message.

> **Connected WhatsApp instances.** Use the WhatsApp Settings dashboard to connect more WhatsApp instances. **Leave this field empty** to use the number-selection priority as configured in your dashboard settings.

***

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

### Use Case 1: Instant Lead Follow-Up[​](#use-case-1-instant-lead-follow-up "Direct link to Use Case 1: Instant Lead Follow-Up")

Reply to a new lead the moment they submit a form.

**Trigger:** Form Submitted

**Action:** Send WhatsApp Message

* **Message:**

```text theme={null}
Hi {{contact.first_name}}! Thanks for your interest. We received your request and will be in touch within the next few minutes.
```

***

### Use Case 2: Auto-Reply to Inbound Messages[​](#use-case-2-auto-reply-to-inbound-messages "Direct link to Use Case 2: Auto-Reply to Inbound Messages")

Acknowledge every inbound WhatsApp message automatically.

**Trigger:** WhatsApp Inbound

**Action:** Send WhatsApp Message

* **Message:**

```text theme={null}
Thanks for your message! We've received it and will reply shortly. 
```

***

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

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

* Messages send from your connected WhatsApp number
* Leaving **WhatsApp Number** empty uses your dashboard's number-selection priority
* Supports text, emojis, and one attachment per message
* Works with all standard CRM workflow triggers

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

* Keep messages concise and personal
* Use relevant variables only
* Test before publishing
* Avoid over-messaging - too many messages cause fatigue

***

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

<AccordionGroup>
  <Accordion title="Which number does the message send from?">
    The one you select in the **WhatsApp Number** field. If you leave it empty, it uses the number-selection priority configured in your WhatsApp dashboard settings.
  </Accordion>

  <Accordion title="Can I attach a file?">
    Yes. Use the **Attachments** field to upload a file (System upload) or pick one from the Media library.
  </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>

  <Accordion title="What happens if WhatsApp is disconnected?">
    The message will fail to send. We recommend setting up the [WhatsApp Disconnected](/automation/triggers/whatsapp-disconnected) trigger to get alerts when your number goes offline.
  </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)