Key Benefits
Instant Response - React the moment a customer’s message lands Smart Routing - Direct conversations to the right rep or team Never Miss a Lead - Automate follow-up so no inbound message goes cold Filtered Automation - Trigger only on messages that match your criteria Zero Manual Monitoring - No need to watch the inbox around the clockWho Should Use It
Sales teams - Auto-respond and assign new conversations instantly Support teams - Acknowledge inbound messages and create tickets automatically Agencies - Standardize inbound message handling across client sub-accounts High-volume operations - Keep response times fast even at scaleRequirements
Before using this trigger, update your Whatsapp provider app to the latest version:How to Set Up
Step 1: Create a New Workflow
Step 2: Add the Trigger
Step 3: Add Your Actions
Add any actions you want to execute when an inbound WhatsApp message is received:- Send Email → Notify the assigned rep
- Send Internal Notification → Alert your team inside the CRM
- Create Task → Queue a follow-up
- Add to Workflow / Pipeline → Move the contact through your funnel
Step 4: Save and Publish
Available Filters
Use filters to control exactly which inbound WhatsApp messages start the workflow. Each filter can be paired with an operator (equals, contains, etc.).| Filter | Description |
|---|---|
| Contact ID | The unique ID of the contact who sent the message |
| Location ID | The CRM location (sub-account) where the message was received |
| Message | The text content of the inbound message |
| Receiver Name | The name of the account that received the message |
| Receiver Phone Number | The number that received the message (your WhatsApp number) |
| Sender Name | The name of the contact who sent the message |
| Sender Phone Number | The phone number of the contact who sent the message |
Example Use Cases
Use Case 1: Instant Auto-Reply
Acknowledge every inbound message immediately. Trigger: WhatsApp Inbound Action: Send a reply confirming you received the message and will respond shortly.Use Case 2: Route by Keyword
Send leads to the right team based on what they say. Trigger: WhatsApp Inbound Filter: Message contains “pricing” Action: Notify the sales team and create a high-priority follow-up task.Important Notes
Technical Details
- The trigger fires once per inbound message
- Filters are optional - leave them blank to fire on every inbound WhatsApp message
- Executes immediately when the message is received
Best Practices
- Use the Message filter to build keyword-based routing flows
- Use the Location ID filter when managing multiple sub-accounts
- Test your workflow by sending a message to your connected number
FAQs
Do I have to add filters?
Do I have to add filters?
No. Filters are optional. Without them, the trigger fires on every inbound WhatsApp message.
Can I trigger different workflows for different messages?
Can I trigger different workflows for different messages?
Yes. Use the Message or Sender filters to build separate workflows for different conditions.
Support
If you need help with the setup or onboarding:- Email: support@messagesync.ai