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Notifyer System Integration with Zapier

Automate your WhatsApp messaging workflows with Zapier and Notifyer System

This guide walks you through connecting Notifyer System with Zapier to create powerful automated WhatsApp messaging workflows for your business

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Prerequisites

Before getting started, make sure you have:

Notifyer System Account

Active Notifyer System account with a subscription plan (Monthly or Pay-as-you-go)

Zapier Account

Access to Zapier workflow automation platform
New to Notifyer System? Sign up here

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Setting up your Notifyer System account

1

Complete the Embedding Process

Before sending WhatsApp messages, you must complete the platform embedding process, which connects your WhatsApp Business account to Notifyer System.
The embedding process is required by Meta to ensure proper business verification and compliance with WhatsApp Business Platform policies.
2

Set up message templates

Notifyer System provides two methods for sending WhatsApp messages:

Option A: Template messages

WhatsApp templates are pre-approved message formats that allow for personalization while maintaining compliance with WhatsApp policies.

1

Navigate to Templates

Go to Your Templates in your Notifyer dashboard
2

Create Template

Click the Create Template tab at the top of the page
3

Fill out the form

Complete the template creation form with the following details:
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Template Name
string
required
Choose a descriptive name for internal reference
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Language
string
required
Choose your template’s primary language
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Category
string
required
Select the appropriate message category
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Header
image | document | video
Optional: Add an image, document, or video header
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Message Body
string
required
Craft your message content
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Variables
string
Add placeholders using {{1}}, {{2}} format for personalization
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Buttons
button
Optional: Configure call-to-action buttons
4

Submit for review

Click Preview and Submit
Template Creation Interface

Template Creation Interface

Templates typically get reviewed within 24 hours. Creating compliant templates that avoid promotional language increases approval chances.

For simpler communications, you can send non-template messages that include:

Text

Plain text messages within the 24-hour window

Images

Photos and graphics in supported formats

Documents

PDFs, Word docs, and other file types

Videos

MP4 and other supported video formats
Non-template messages can only be sent within the 24-hour customer service window after a customer initiates contact with your business.
3

Get your API key

To connect Notifyer System with Zapier, you’ll need an API key:
  1. In your Notifyer dashboard, navigate to API Keys
  2. Copy your unique API key
  3. Store it securely—you’ll need it for the integration
Never share your API key publicly or commit it to version control systems.
API Key Location

API Key Location

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Connect Notifyer System to Zapier

Now that you have your Notifyer System account configured, let’s connect it to Zapier to automate your messaging workflows.
1

Connect Notifyer System to Zapier

  1. Log in to your Zapier account
  2. Navigate to Notifyer System dashboard and select Connect to Zapier in the side menu
  3. Click Continue in the connection guide popup
  4. Click Accept & Build a Zap on the invitation page
You’re now ready to create Zaps with the Notifyer System app
Connecting Notifyer System to Zapier

Connecting Notifyer System to Zapier

2

Set up your Zapier Zaps

  1. Log in to your Zapier account
  2. Create a new workflow/Zap by clicking + Create and select Zaps/New Zap
  3. Add a trigger step of your choice:
    • Popular triggers include Google Forms, Jotform, ClickUp, or a Schedule trigger
    • Connect and configure your trigger according to your use case
Setting up Zapier Zaps

Setting up Zapier Zaps

3

Add the Notifyer System app

  1. Select the next Action step or click the + button to add a new step
  2. Search for “Notifyer System” in the apps and tools library
  3. Select the app with the official Notifyer System logo
Adding the WhatsAble app

Adding the Notifyer System app

4

Configure Notifyer System credentials

Credential Setup

  1. In the Notifyer System app Setup, select Send a WhatsApp Message with your template or Send WhatsApp Message Without Template in the Action event dropdown depending on your messaging needs
  2. Click Sign In in the Account field and you will be prompted to enter your API Key
  3. Enter your Notifyer System API key that you copied earlier
  4. Click Yes, Continue to Notifyer System to store your credential
  5. Next, click the Continue button in the Setup screen to proceed to the Configure section
Configuring Notifyer System credentials

Configuring Notifyer System credentials

5

Configure your message

Depending on your messaging needs, choose one of the following operations:
  • Template Messages
  • Non-Template Messages
1

Select Action event

In the Setup section, select Send a WhatsApp Message with your template in the Action event dropdown and continue to the Configure section
2

Configure message

Complete the required fields in the Configure section:
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Template
string
required
Select from your pre-approved templates in the dropdown
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Phone Number
string
required
Enter the recipient’s phone number with country code (e.g., +14155552671) or use dynamic data from previous nodes
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Note
string
Add note for internal tracking. This data won’t be sent to the recipient
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Labels
multiselect
Select label(s) for internal tracking. This data won’t be sent to the recipient
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Media
string
required
Enter publicly accessible media URL for Media (image/video/document) header.
This field will only appear if you have a Media (image/video/document) header configured in your selected template.
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Body ()
string
required
Fill in values for each Body(s) in your template, mapping them to dynamic data when applicable
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Button(s)
string
required
Fill in values for each button in your template, mapping them to dynamic data when applicable.
This field(s) will only appear if you have configured button(s) in your selected template. You will see the button name as the field name.
3

Complete message details

Based on your selected message type, fill in the required fields:
  • For text messages: Enter your message content
  • For media messages: Provide a publicly accessible URL to your file
  • Optional caption (for media files)
Template Message Configuration

Template Message Configuration

6

Test and activate your Zap

  1. Click Continue and then click Test step in the Test to verify it’s working correctly
  2. If the test is successful, you’ll see a confirmation message
  3. Click Publish to save your entire Zap
  4. Toggle the Active switch in the top-left corner to activate your Zap

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Example use cases

Customer Onboarding

Send a welcome message when a new customer signs up

Order Notifications

Update customers when their order status changes

Appointment Reminders

Automatically send reminders before scheduled appointments

Lead Follow-up

Send personalized messages to new leads from your form submissions

Support Ticket Updates

Notify customers when their support ticket status changes

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Workflow Diagram

Sample Notifyer System Zapier Workflow

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Example use cases

Order confirmations

Send automatic order confirmations when new orders are placed

Appointment reminders

Schedule reminders before upcoming appointments

Lead notifications

Alert your sales team when new leads come in

Customer support

Route support inquiries to the appropriate team member

Delivery updates

Keep customers informed about their delivery status

Payment reminders

Send automatic payment reminders for overdue accounts

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Best practices

Always test your workflows with test phone numbers before activating them for production use.
Whenever possible, use pre-approved templates for better deliverability and compliance.
Include customer names and specific details to increase engagement and response rates.
Ensure all message content complies with WhatsApp Business policies to avoid account restrictions.
Regularly check your message delivery rates in your Notifyer dashboard.

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Troubleshooting

1

Verify API key

Ensure your API key is entered correctly in the Zapier credentials
2

Check phone numbers

Confirm phone numbers are in the correct international format (e.g., +14155552671)
3

Check subscription

Verify your Notifyer subscription is active and has available credits
4

Template verification

For template messages, ensure you’re using an approved template
1

Variable check

Verify all required variables are included in your template message
2

Format verification

Check that variable formats match the expected values (text, number, date, etc.)
3

Template name

Ensure you’re using the correct template name exactly as it appears in your dashboard
1

URL access

Confirm your media URLs are publicly accessible (test in an incognito browser)
2

File format

Verify the file format is supported by WhatsApp
3

File size

Check that file sizes are within WhatsApp limits:
  • Images: up to 5MB
  • Videos: up to 16MB
  • Documents: up to 100MB

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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 green chat button in the bottom right corner of the Notifyer System dashboard
For additional automation platform integrations (Make.com, n8n, etc.), please contact our support team or check our integration documentation.
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