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WhatsApp Connection (via Twilio)

Connect WhatsApp through Twilio to send messages and notifications.

Required Credentials

  • Account SID
  • Auth Token
  • From Number (Twilio WhatsApp number)

Setup Steps

  1. Sign up at Twilio
  2. Navigate to Console Dashboard
  3. Copy your Account SID and Auth Token
  4. Go to Messaging → Try it out → Send a WhatsApp message
  5. Follow the sandbox setup or use a purchased WhatsApp number
  6. Note your Twilio WhatsApp number (format: whatsapp:+14155238886)
  7. Add credentials to your Workflow Builder connections

Sandbox vs Production

Sandbox (Testing)

  • Free to use for development
  • Recipients must opt-in by sending a code to Twilio sandbox
  • Limited to pre-approved message templates

Production

  • Requires WhatsApp Business API approval
  • Supports custom templates
  • Higher message limits

Features

  • Send text messages
  • Send media (images, documents)
  • Use message templates
  • Receive and respond to messages

Best Practices

  • Always use approved message templates for business messages
  • Respect WhatsApp's 24-hour messaging window
  • Handle opt-in/opt-out properly
  • Monitor delivery status and failures