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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 clock

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Who 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 scale

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Requirements​

Before using this trigger, update your Whatsapp provider app to the latest version:
1
Go to App Marketplace → Installed Apps
2
Find Whatsapp provider
3
Click Update if available

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How to Set Up​

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Step 1: Create a New Workflow​

1
Go to Automation → Workflows
2
Click Create Workflow or + Add
3
Select Start from Scratch

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Step 2: Add the Trigger​

1
Click Add New Trigger
2
Switch to the Apps tab (not the default triggers)
3
Find and click the Whatsapp provider app icon
4
Select WhatsApp Inbound from the dropdown
5
(Optional) Add Filters to narrow when the trigger fires
6
Click Save trigger
WhatsApp Inbound Trigger

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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

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Step 4: Save and Publish​

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

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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.).

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Example Use Cases​

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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.

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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.

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Important Notes​

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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

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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

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FAQs​

No. Filters are optional. Without them, the trigger fires on every inbound WhatsApp message.
Yes. Use the Message or Sender filters to build separate workflows for different conditions.

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Support​

If you need help with the setup or onboarding: