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How do I send contract links via WhatsApp to clients who respond "Yes" in ManyChat?

  • 21 August 2024
  • 2 replies
  • 26 views

Send a message to clients through manychat to a list of clients and those who select a yes response, to sign the contract, then send a signature link through WhatsApp so they can sign the document

Hi @jgonzalezsuarez 

Zap apps can be searched here: https://zapier.com/apps

Each Zap app has a profile page that that lists help links as well as available triggers/actions.

e.g. ManyChat

 

NOTE: WhatApp Messenger is not supported, but WhatApp Notifications is supported as a Zap app.


Hi @jgonzalezsuarez 

This is completely possible.

Firstly you have to edit your manychat flow, whenver someone clicks the Yes Button in your flow, create a Action Step inside Manychat flow under the Actions you will find an option to Trigger a Zap.

But yes you need to connect your Zapier account with Manychat.

Later you need to create a Zap inside Zapier with Manychat app selecting the specific Trigger a Zap event that you created in the Manychat flow.

Now add another step to pass the data of signature link to the Contact inside Manychat based on the Manychat User ID along with a tag that would trigger another flow inside manychat that would send the link.

Make sure to have your templates already created and approved inside Manychat for Whatsapp. 


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