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WhatsApp Outbound Trigger

The WhatsApp Outbound trigger is a custom Whatsapp provider workflow trigger that fires automatically whenever an outbound WhatsApp message is sent from your connected number. Use it to log outgoing activity, schedule follow-ups after a reply goes out, or sync sent messages to other systems.

Key Benefits​

Activity Tracking - Capture every outbound message automatically

Automated Follow-Up - Schedule the next step the moment a reply is sent

Source Awareness - Distinguish manual replies from automated sends

Filtered Automation - Trigger only on messages that match your criteria

Zero Manual Logging - No need to record outgoing activity by hand

Who Should Use It​

Sales teams - Trigger follow-up sequences after a rep replies

Support teams - Log outbound responses for reporting and SLAs

Agencies - Audit outbound messaging across client sub-accounts

Operations teams - Sync sent-message data into reporting tools

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

How to Set Up​

Step 1: Create a New Workflow​

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

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 Outbound from the dropdown
  5. (Optional) Add Filters to narrow when the trigger fires
  6. Click Save trigger

WhatsApp Outbound Trigger

Step 3: Add Your Actions​

Add any actions you want to execute when an outbound WhatsApp message is sent:

  • Wait + Send Follow-Up → Schedule the next message
  • Create Task → Queue a check-in
  • Update Contact / Custom Field → Record last-contacted info
  • Send Internal Notification → Notify a manager of the send

Step 4: Save and Publish​

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

Available Filters​

Use filters to control exactly which outbound WhatsApp messages start the workflow. Each filter can be paired with an operator (equals, contains, etc.).

FilterDescription
Contact IDThe unique ID of the contact the message was sent to
Contact Phone NumberThe phone number of the contact the message was sent to
Location IDThe CRM location (sub-account) the message was sent from
MessageThe text content of the outbound message
Sender NumberThe number the message was sent from (your WhatsApp number)
SourceThe origin of the message (e.g. manual send vs. automation)

Example Use Cases​

Use Case 1: Follow-Up After a Reply​

Keep the conversation moving automatically.

Trigger: WhatsApp Outbound

Action: Wait 1 day, then send a follow-up if the contact hasn't replied.

Use Case 2: Log Manual Replies Only​

Track only the messages your team sends by hand.

Trigger: WhatsApp Outbound Filter: Source equals manual

Action: Update a "Last Manual Contact" custom field on the contact.

Important Notes​

Technical Details​

  • The trigger fires once per outbound message
  • Filters are optional — leave them blank to fire on every outbound WhatsApp message
  • The Source filter helps separate manual sends from automated ones

Best Practices​

  • Use the Source filter to avoid follow-up loops triggered by your own automations
  • Use the Contact ID filter for contact-specific flows
  • Test your workflow by sending a message from your connected number

FAQs​

Will this fire on messages sent by automations?​

Yes. Outbound messages sent by automations can also fire this trigger. Use the Source filter to separate manual sends from automated ones and avoid loops.

Do I have to add filters?​

No. Filters are optional. Without them, the trigger fires on every outbound WhatsApp message.

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