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WhatsApp Business Account Integration

Connect your WhatsApp Business account to unlock powerful automated messaging

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Overview

Notifyer System enables businesses to send automated WhatsApp messages to customers through a direct integration with the WhatsApp Business Platform. This guide walks you through the embedding process to connect your WhatsApp Business Account with Notifyer System.
This process uses Meta’s Embedded Signup flow, which allows you to create or connect your WhatsApp Business Account directly within Notifyer System.

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Prerequisites

Active Notifyer System account with a subscription plan or pay-as-you-go credit
Meta Business Portfolio (or willingness to create one during the process)
A phone number that isn’t currently associated with any WhatsApp account
The phone number you use for your WhatsApp Business Account cannot have an existing WhatsApp account associated with it. If you’re using a number that already has WhatsApp, you’ll need to delete that account or use a different number.

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Integration Process

1

Access the Connection Flow

Navigating to the Connection Page

  1. Log in to your Notifyer System dashboard
  2. Navigate to Your Templates section
  3. Make sure you’re on the Connect to WhatsApp tab
  4. Click the Connect your WhatsApp Number button in the center of the page

Automate your WhatsApp messaging scenarios with Make and Notifier

You can track your progress through the onboarding process using the steps indicator in the bottom-left corner of the screen.
2

Connect with Facebook

  1. Log in with your Facebook account when prompted
  2. If already logged in, click Continue as [your Facebook username]
  3. Review the permissions Notifyer System is requesting
  4. Click Get Started to begin the configuration process
Connecting with Facebook

Connecting with Facebook

3

Complete the 6-Step Configuration

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Business Portfolio
dropdown
required
Select an existing business portfolio or create a new one
If you choose to create a new business portfolio, fill out the required fields:
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Business Name
string
required
Your official business name (must be unique among your portfolios)
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Business Email Address
string
required
A valid email that can receive verification messages
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Business Website or Profile
string
required
Your business website URL or social media profile
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Country
string
required
Country where your business is located
Entering required information in Business Information section

Entering required information in Business Information section

Choose a business portfolio you’ve already configured in Meta Business Suite
See how to create a business portfolio in Meta Business Suite and Business Manager.If you select an existing portfolio, your business name, website, and country will be automatically populated from your Meta Business configuration.
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WhatsApp Business Account
radio
required
Select whether to create a new account or use an existing one
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WhatsApp Business Profile
radio
required
Select whether to create a new profile or use an existing one

Selecting options for WhatsApp Business Account and Profile

Selecting options for WhatsApp Business Account and Profile

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WhatsApp Business Account Name
string
required
The internal name of your account (used for management purposes)
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WhatsApp Business Display Name
string
required
The name your customers will see when receiving messages from your business
This is the name your customers will see when receiving messages from your business. Choose carefully as it impacts brand recognition.
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Category
dropdown
required
Business category that best represents your industry (will be displayed on your profile)
Entering required information in Create a WhatsApp business profile section

Entering required information in Create a WhatsApp business profile section

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Phone Number Method
radio
required
Choose how to add your phone number
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Verification Method
radio
required
Choose how to receive your verification code

Entering required informstion in Create a WhatsApp business profile section

Entering required informstion in Create a WhatsApp business profile section

Enter the verification code received via your selected method
Entering required informstion in Create a WhatsApp business profile section

Entering required informstion in Create a WhatsApp business profile section

  1. After verification, you’ll see a “You’re now ready to chat with people on WhatsApp” screen
  2. Click the Add Payment Method button
  3. You’ll be redirected to the Facebook Business “Billing & Payments” page
  4. Select “Payment Methods” from the left menu
  5. Ensure you’re on the “WhatsApp Business accounts” tab
  6. Select your WhatsApp account from the dropdown (verify WhatsApp account ID)
  7. Click “Add Payment Method” and provide the required information
  8. Set your payment method as the default option
4

Complete Business Verification

This step is critical for ensuring you can send messages without restrictions. Unverified businesses may experience limited functionality.
  1. Navigate to Settings in your Facebook Business Manager
  2. Select “WhatsApp accounts” under the “Accounts” section
  3. Scroll down to the “Business verification” section
  4. Click “Start verification” to access the Security Center
  5. Complete the business verification process by providing the requested business information and documentation

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Account Dashboard Overview

Once your WhatsApp Business Account is connected, you’ll have access to the following tabs in the “Your Templates” section:

Sign Up

Connect your WhatsApp Business Account using the “Sign up with Facebook” option

Create Template

Design message templates and submit them to Meta for approval

Templates

View, manage, and monitor the approval status of your message templates

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Integration Options

After successfully embedding your WhatsApp Business Account, you can integrate Notifyer System with your preferred automation platform:
Connect Notifyer System with Make to create powerful automation workflows.View Make Documentation →
Integrate with Zapier to connect WhatsApp messaging with thousands of applications.View Zapier Documentation →
Use n8n for advanced workflow automation with WhatsApp messaging.View n8n Documentation →
Implement custom integrations using our comprehensive API.Try API Reference →

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API Reference

Get Templates

Retrieve all your approved message templates

Send Template Message

Send messages using your approved templates

Incoming Message

Handle incoming messages from customers

Try it in the API Reference

Experiment with the Get Templates API and view responses in real-time

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Alternative Option: Notifier

If the embedding process is too complex for your needs, you can use Notifier by WhatsAble instead, which allows you to send automated messages through our WhatsApp bot without going through the full embedding process.

Learn More About Notifier

Discover a simpler way to send automated WhatsApp messages using Notifier by WhatsAble

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Troubleshooting

If your phone number verification fails:
  1. Ensure the phone number isn’t already linked to a WhatsApp account
  2. Wait 24 hours before trying again with the same number
  3. Try a different verification method (SMS vs. call)
  4. Contact support if issues persist
If you encounter problems with business verification:
  1. Ensure all business information is accurate and matches official documents
  2. Provide clear, high-quality images of requested documentation
  3. Allow 1-2 business days for verification review
  4. Submit an appeal if verification is rejected

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Resources

Meta Business Suite

Manage your Meta business profiles and portfolios

WhatsApp Business Platform

Learn more about the WhatsApp Business Platform

Embedded Signup Guide

Meta’s official documentation on embedded signup

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Need help?

Our support team is ready to assist you:

Schedule a demo

Book a personalized walkthrough

Live chat

Click the chat button in the bottom right corner of the Notifyer System dashboard
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