> ## Documentation Index
> Fetch the complete documentation index at: https://docs.whatsable.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Make

> Learn how to seamlessly integrate Make with the Notifyer System for enterprise-level WhatsApp automation

# Notifyer System Integration with Make

<Frame caption="Automate your WhatsApp messaging workflows with Make and Notifyer System">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/whatsable/guides/notifyer-system/%20" className="rounded-xl" />
</Frame>

<Tip>
  This guide walks you through connecting Notifyer System with Make to create powerful automated WhatsApp messaging workflows for your business
</Tip>

## Prerequisites

Before getting started, make sure you have:

<CardGroup cols={2}>
  <Card title="Notifyer System Account" icon="user">
    Active Notifyer System account with a subscription plan (Monthly or Pay-as-you-go)
  </Card>

  <Card title="Make Account" icon="user">
    Access to [Make](https://www.make.com/en/register) workflow automation platform
  </Card>
</CardGroup>

<Tip>
  New to Notifyer System? [Sign up here](https://console.notifyer-systems.com/)
</Tip>

## Setting up your Notifyer System account

<Steps>
  <Step title="Complete the Embedding Process">
    Before sending WhatsApp messages, you must complete the platform embedding process, which connects your WhatsApp Business account to Notifyer System.

    <Info>
      The embedding process is required by Meta to ensure proper business verification and compliance with WhatsApp Business Platform policies.
    </Info>
  </Step>

  <Step title="Set up message templates">
    Notifyer System provides two methods for sending WhatsApp messages:

    <Accordion title="Option A: Template messages" defaultOpen={true}>
      <p>WhatsApp templates are pre-approved message formats that allow for personalization while maintaining compliance with WhatsApp policies.</p>

      <Steps>
        <Step title="Navigate to Templates">
          Go to **Your Templates** in your Notifyer dashboard
        </Step>

        <Step title="Create Template">
          Click the **Create Template** tab at the top of the page
        </Step>

        <Step title="Fill out the form">
          Complete the template creation form with the following details:

          <ResponseField name="Template Name" type="string" required>
            Choose a descriptive name for internal reference
          </ResponseField>

          <ResponseField name="Language" type="string" required>
            Choose your template's primary language
          </ResponseField>

          <ResponseField name="Category" type="string" required>
            Select the appropriate message category
          </ResponseField>

          <ResponseField name="Header" type="image | document | video">
            Optional: Add an image, document, or video header
          </ResponseField>

          <ResponseField name="Message Body" type="string" required>
            Craft your message content
          </ResponseField>

          <ResponseField name="Variables" type="string">
            Add placeholders using `{{1}}`, `{{2}}` format for personalization
          </ResponseField>

          <ResponseField name="Buttons" type="button">
            Optional: Configure call-to-action buttons
          </ResponseField>
        </Step>

        <Step title="Submit for review">
          Click **Preview and Submit**
        </Step>
      </Steps>

      <Frame caption="Template Creation Interface">
        <img src="https://mintcdn.com/whatsable/denF9KomrZc8Vz_c/images/notifyer_template_create.png?fit=max&auto=format&n=denF9KomrZc8Vz_c&q=85&s=e3abdd6f740b211c2d8ae61753fef0e3" alt="Template Creation Interface" width="2477" height="1367" data-path="images/notifyer_template_create.png" />
      </Frame>

      <Warning>
        Templates typically get reviewed within 24 hours. Creating compliant templates that avoid promotional language increases approval chances.
      </Warning>
    </Accordion>

    <Accordion title="Option B: Non-template messages">
      <p>For simpler communications, you can send non-template messages that include:</p>

      <CardGroup cols={2}>
        <Card title="Text" icon="message-text">
          Plain text messages within the 24-hour window
        </Card>

        <Card title="Images" icon="image">
          Photos and graphics in supported formats
        </Card>

        <Card title="Documents" icon="file-pdf">
          PDFs, Word docs, and other file types
        </Card>

        <Card title="Videos" icon="video">
          MP4 and other supported video formats
        </Card>
      </CardGroup>

      <Note>
        Non-template messages can only be sent within the 24-hour customer service window after a customer initiates contact with your business.
      </Note>
    </Accordion>
  </Step>

  <Step title="Get your API key">
    To connect Notifyer System with Make, you'll need an API key:

    1. In your Notifyer dashboard, navigate to [**API Keys**](https://console.notifyer-systems.com/api-key)
    2. Copy your unique API key
    3. Store it securely—you'll need it for the integration

    <Warning>
      Never share your API key publicly or commit it to version control systems.
    </Warning>

    <Frame caption="API Key Location">
      <img src="https://mintcdn.com/whatsable/denF9KomrZc8Vz_c/images/notifyer_apikey.png?fit=max&auto=format&n=denF9KomrZc8Vz_c&q=85&s=307e75f280fafa5cda469e1a2827d5bc" alt="API Key Location" width="2429" height="1368" data-path="images/notifyer_apikey.png" />
    </Frame>
  </Step>
</Steps>

## Connect Notifyer System to Make

Now that you have Notifyer System set up, let's connect it to Make to automate your scenarios.

<Steps>
  <Step title="Install Notifyer System in Make">
    1. Log in to your Make account
    2. Navigate to Notifyer System dashboard and select **Connect to Make** in the side menu
    3. Click **Continue** in the connection guide popup
    4. Click **Install**, select your organization at the bottom of the screen, then click **Install** again. (Note: You need Admin, Owner, or App Developer role in your organization to install apps.)

    <Check>
      You're now ready to create scenarios with the Notifyer System app
    </Check>

    <Frame caption="Installing Notifyer System in Make">
      <img src="https://mintcdn.com/whatsable/denF9KomrZc8Vz_c/images/notifyer_make1.gif?s=00545f7dfc45d4937e67050c2b0cc038" alt="Installing Notifyer System in Make" width="1536" height="864" data-path="images/notifyer_make1.gif" />
    </Frame>
  </Step>

  <Step title="Set up your Make Scenario">
    1. Log in to your Make account
    2. Create a new scenario by clicking **+ Create a new scenario**
    3. (Optional) Add a trigger module of your choice:
       * Popular triggers include Google Forms, Jotform, ClickUp, or a Schedule trigger
       * Connect and configure your trigger according to your use case

    <Frame caption="Setting up a module/trigger in Make">
      <img src="https://mintcdn.com/whatsable/Hwp74IsMR8VZOPKs/images/whatsable_make1.gif?s=e6a0d247f81962098e53665f3069a75b" alt="Setting up a module/trigger Make" width="1536" height="864" data-path="images/whatsable_make1.gif" />
    </Frame>
  </Step>

  <Step title="Add the Notifyer System module">
    1. Click the **+** button to add a new module
    2. Search for **Notifyer System** in the apps or modules library
    3. Select the module with the official Notifyer System logo

    <Frame caption="Adding the Notifyer System module">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/whatsable/images/Notifyer_make2.gif" alt="Adding the Notifyer System module" />
    </Frame>
  </Step>

  <Step title="Configure Notifyer System credentials">
    <Accordion title="Credential Setup" defaultOpen>
      1. Once you click on Notifyer System module, select '**Send a WhatsApp Message with Your Template**' or '**Send a WhatsApp Message without Template**' from the **ACTIONS**
      2. Click **Create a connection** in the **Connection** section of Notifyer System module and you will be prompted to enter your API Key
      3. Enter your Notifyer System API key that you copied earlier
      4. Rename your connection name if needed
      5. Click **Save** to store your credential

      <Frame caption="Configuring Notifyer System credentials">
        <img src="https://mintlify.s3.us-west-1.amazonaws.com/whatsable/images/Notifyer_make3.gif" alt="Configuring Notifyer System credentials" />
      </Frame>
    </Accordion>
  </Step>

  <Step title="Configure your message">
    Depending on your messaging needs, choose one of the following operations:

    <Tabs>
      <Tab title="Send a WhatsApp Message with Your Template">
        Complete the required fields:

        <ResponseField name="Phone Number" type="string" required>
          Enter the recipient's phone number with country code (e.g., +1234567890) or use dynamic data from previous nodes
        </ResponseField>

        <ResponseField name="Templates" type="dropdown" required>
          Select from your pre-approved templates in the dropdown
        </ResponseField>

        <ResponseField name="Media" type="string" required>
          Enter publicly accessible media URL for Media (image/video/document) header.

          <Info>
            This field will only appear if you have a Media (image/video/document) header configured in your selected template.
          </Info>
        </ResponseField>

        <ResponseField name="Variables" type="string" required>
          Fill in values for each variable in your template, mapping them to dynamic data when applicable
        </ResponseField>

        <ResponseField name="Add a Note" type="string" optional>
          Add note for internal tracking. This data won't be sent to the recipient
        </ResponseField>

        <ResponseField name="Add Label(s)" type="multiselect" optional>
          Select label(s) for internal tracking. This data won't be sent to the recipient
        </ResponseField>

        <Frame caption="Template Message Configuration">
          <img src="https://mintlify.s3.us-west-1.amazonaws.com/whatsable/images/Notifyer_make4.gif" alt="Template Message Configuration" />
        </Frame>
      </Tab>

      <Tab title="Send a WhatsApp Message without Template">
        Complete the required fields:

        <ResponseField name="Phone Number" type="string" required>
          Enter the recipient's phone number with country code (e.g., +1234567890) or use dynamic data from previous nodes
        </ResponseField>

        <ResponseField name="Message Type" type="dropdown" required>
          Choose from the following message types:

          <CardGroup cols={3}>
            <Card title="Text Message" icon="message">
              For plain text messages
            </Card>

            <Card title="Media Message (Image)" icon="image">
              For sending images (JPEG, PNG, etc.)
            </Card>

            <Card title="Media Message (Video)" icon="video">
              For sending videos (MP4, 3GP, etc.)
            </Card>

            <Card title="Document Message" icon="file">
              For sending documents (PDF, Word, etc.)
            </Card>

            <Card title="Audio Message" icon="volume">
              For sending videos (MP3, OGG, etc.)
            </Card>

            <Card title="Interactive URL Button" icon="square-arrow-up-right">
              For messages with button that contain URL or dynamic URL
            </Card>
          </CardGroup>
        </ResponseField>

        <ResponseField name="Message Details" type="object" required>
          <Tabs>
            <Tab title="Text Message">
              <Steps>
                <Step title="Message Details">
                  <ResponseField name="Enable Link Preview" type="option">
                    Keep the option at the default 'No'. If there is a link/URL in the text body and you want the recipient to see a preview, select 'Yes'
                  </ResponseField>

                  <ResponseField name="Message Text" type="string" required>
                    Enter the text message content
                  </ResponseField>
                </Step>
              </Steps>
            </Tab>

            <Tab title="Media Message (Image)">
              <Steps>
                <Step title="Image Details">
                  <ResponseField name="Image URL" type="url" required>
                    Enter the publicly accessible URL for your image file
                  </ResponseField>

                  <ResponseField name="Caption" type="string" optional>
                    Optional caption for the image
                  </ResponseField>
                </Step>
              </Steps>
            </Tab>

            <Tab title="Media Message (Video)">
              <Steps>
                <Step title="Video Details">
                  <ResponseField name="Video URL" type="url" required>
                    Enter the publicly accessible URL for your video file
                  </ResponseField>

                  <ResponseField name="Caption" type="string" optional>
                    Optional caption for the video
                  </ResponseField>
                </Step>
              </Steps>
            </Tab>

            <Tab title="Document Message">
              <Steps>
                <Step title="Document Details">
                  <ResponseField name="Document URL" type="url" required>
                    Enter the publicly accessible URL for your document
                  </ResponseField>

                  <ResponseField name="Caption" type="string" optional>
                    Optional caption for the document
                  </ResponseField>
                </Step>

                <Step>
                  <ResponseField name="Filename" type="string" required>
                    Enter the filename (e.g., report.pdf)
                  </ResponseField>
                </Step>
              </Steps>
            </Tab>

            <Tab title="Audio Message">
              <Step title="Document Details">
                <ResponseField name="Audio URL" type="url" required>
                  Enter the publicly accessible URL for your audio file (MP3, OGG)
                </ResponseField>
              </Step>
            </Tab>

            <Tab title="Interactive URL Button">
              <Steps>
                <Step title="Interactive Message Details">
                  <ResponseField name="Header Text" type="string" optional>
                    Enter optional text to show at the top
                  </ResponseField>

                  <ResponseField name="Message Body" type="string" required>
                    Enter the main content of the message
                  </ResponseField>

                  <ResponseField name="Button Text" type="string" required>
                    Enter the text to display on button
                  </ResponseField>

                  <ResponseField name="Button URL" type="url" required>
                    Enter the URL for the button
                  </ResponseField>

                  <ResponseField name="Footer Text" type="string" optional>
                    Enter the optional text to show at bottom
                  </ResponseField>
                </Step>
              </Steps>
            </Tab>
          </Tabs>
        </ResponseField>

        <ResponseField name="Add Label(s)" type="multiselect" optional>
          Select label(s) for internal tracking. This data won't be sent to the recipient
        </ResponseField>

        <Frame caption="Non-Template Message Configuration">
          <img src="https://mintlify.s3.us-west-1.amazonaws.com/whatsable/images/Notifyer_make5.gif" alt="Non-Template Message Configuration" />
        </Frame>
      </Tab>
    </Tabs>
  </Step>

  <Step title="Test and activate your scenario">
    1. Click **Save** to save your message configuration
    2. Right click on the WhatsAble module and select **Run this module only** to verify the module is working correctly
       * or click **Run once** in the bottom-left corner of the screen to test the entire scenario
    3. If the test is successful, you'll see a confirmation message
    4. Click **Save** icon in the bottom-left corner to save your scenario (You can also set timer intarval for the scenario)
    5. Toggle the **Active** switch in the bottom-left corner with time to activate your scenario

    <Frame caption="Testing and activating your scenario">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/whatsable/guides/notifyer-system/%20" alt="Testing and activating your scenario" />
    </Frame>
  </Step>
</Steps>

## Example use cases

<CardGroup cols={3}>
  <Card title="Order confirmations" icon="box-check">
    Send automatic order confirmations when new orders are placed
  </Card>

  <Card title="Appointment reminders" icon="calendar">
    Schedule reminders before upcoming appointments
  </Card>

  <Card title="Lead notifications" icon="user-plus">
    Alert your sales team when new leads come in
  </Card>

  <Card title="Customer support" icon="headset">
    Route support inquiries to the appropriate team member
  </Card>

  <Card title="Delivery updates" icon="truck">
    Keep customers informed about their delivery status
  </Card>

  <Card title="Payment reminders" icon="credit-card">
    Send automatic payment reminders for overdue accounts
  </Card>
</CardGroup>

## Best practices

<AccordionGroup>
  <Accordion title="Test thoroughly" icon="vial">
    Always test your workflows with test phone numbers before activating them for production use.
  </Accordion>

  <Accordion title="Use templates" icon="file-lines">
    Whenever possible, use pre-approved templates for better deliverability and compliance.
  </Accordion>

  <Accordion title="Add personalization" icon="user">
    Include customer names and specific details to increase engagement and response rates.
  </Accordion>

  <Accordion title="Follow WhatsApp policies" icon="shield-check">
    Ensure all message content complies with WhatsApp Business policies to avoid account restrictions.
  </Accordion>

  <Accordion title="Monitor performance" icon="chart-line">
    Regularly check your message delivery rates in your Notifyer dashboard.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Messages not sending?" icon="circle-exclamation">
    <Steps>
      <Step title="Verify API key">
        Ensure your API key is entered correctly in the Make credentials
      </Step>

      <Step title="Check phone numbers">
        Confirm phone numbers are in the correct international format (e.g., +14155552671)
      </Step>

      <Step title="Check subscription">
        Verify your Notifyer subscription is active and has available credits
      </Step>

      <Step title="Template verification">
        For template messages, ensure you're using an approved template
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Template errors?" icon="file-exclamation">
    <Steps>
      <Step title="Variable check">
        Verify all required variables are included in your template message
      </Step>

      <Step title="Format verification">
        Check that variable formats match the expected values (text, number, date, etc.)
      </Step>

      <Step title="Template name">
        Ensure you're using the correct template name exactly as it appears in your dashboard
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Media not displaying?" icon="image">
    <Steps>
      <Step title="URL access">
        Confirm your media URLs are publicly accessible (test in an incognito browser)
      </Step>

      <Step title="File format">
        Verify the file format is supported by WhatsApp
      </Step>

      <Step title="File size">
        Check that file sizes are within WhatsApp limits:

        * Images: up to 5MB
        * Videos: up to 16MB
        * Documents: up to 100MB
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## Need help?

Our support team is ready to assist you:

<CardGroup cols={3}>
  <Card title="Email support" icon="envelope" href="mailto:team@whatsable.app">
    Contact [team@whatsable.app](mailto:team@whatsable.app)
  </Card>

  <Card title="Schedule a demo" icon="calendar" href="https://tidycal.com/axelmeta/notifyer-systems-demo">
    Book a personalized walkthrough
  </Card>

  <Card title="Live chat" icon="message-dots" href="">
    Click the green chat button in the bottom right corner of the Notifyer System dashboard
  </Card>
</CardGroup>

<Info>
  For additional automation platform integrations (Make.com, Zapier, etc.), please contact our support team or check our integration documentation.
</Info>
