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WhatsAble + monday.com

WhatsAble connects WhatsApp Business to your monday boards. This guide takes you from zero to a working WhatsApp automation inside monday.

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Quick setup (3 steps)

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Step-by-step walkthrough

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1. Install WhatsAble on monday

In the monday marketplace, click Install WhatsAble. This opens monday and asks for permission to install.

Step 1 — Give permission to install

There is a second step right after: click Authorize. Both steps are needed—if you skip authorization, the integration will not work.

Step 2 — Authorize

Continue through the authorize flow until it completes.

What you’ll see if authorization is still pending: When you open the WhatsAble Live Chat tab on any board item, you may see a screen asking you to Connect WhatsAble Notifyer. Click Open authorization to finish. If a new tab does not open, click Retry session.

Once authorized, you’ll see a confirmation such as “Connected successfully to monday.”

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2. Connect your WhatsApp Business number with Meta (through WhatsAble)

Inside WhatsAble, click Connect WhatsApp and follow the flow through Step 2. If your number is not connected yet: The WhatsAble Live Chat tab can show a WhatsApp setup screen with a green Open WhatsApp connection button. Click it to start the Meta connection flow; if nothing opens in a new tab, use Retry session. When you click it, you’ll be sent to Meta to log into your Facebook Business portfolio. From there:

1. Select your business portfolio.
2. Choose your existing WhatsApp Business Account, or create a new one.
3. Select (or create) a Facebook page—you don’t need to actively use it, it just needs to exist
4. Select an ad account.
5. Choose how to attach a number:
   • Option A: Use a number WhatsApp provides for you (no number of your own needed)
   • Option B: Connect your existing WhatsApp Business number—either select it if it’s already linked, or enter it manually and scan the QR code.

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3. Add a payment method (do not skip)

WhatsApp messaging from the Cloud API normally requires a billing method on the WhatsApp side. Many people skip this—and then sends fail. Typical places to add payment in Meta:

• Open business.facebook.com, go to Settings (often bottom-left) → Accounts → WhatsApp accounts → select your Phone number → open Summary and scroll to Payment settings → Add payment method.
• Alternatively, explore Billing / Payments sections in Meta Business Suite or Business Settings until you locate payment method for WhatsApp (UI labels change over time).

Even if you already have a payment method for Ads, you may still need one explicitly tied to WhatsApp / conversation-based billing depending on how your Meta account was set up.

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4. Create your first template

A template is the message format WhatsApp uses when you send something from monday. For example: a welcome message when a lead’s status changes to “Qualified.” To create one:

1. Go to the template area (click here).
2. Give your template a name.
3. Leave the category as Marketing (unless it’s a transactional notification, then use “Utility”).
4. Write your message. To insert dynamic fields like a contact’s name, click Add variable — for example: Hi {{1}}, thank you for your interest in {{2}}.
5. Add example values so Meta understands what the variables represent (e.g. “Alex” for name, “Product Name” for product).
6. Optionally add buttons — quick replies like “Yes, I want info” or URL buttons that can be static or dynamic per contact.
7. Click Submit for approval.

Meta usually approves templates in under a minute. After being approved, the template will appear in your Monday workflow.

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5. Set up your AI agent (optional)

WhatsAble can run an AI agent beside human replies:

• Give it a name (for example “Lead qualifier”).
• Describe your business mission and paste product / FAQ knowledge.
• Define human handoff rules—for example “If a customer mentions a deal over $5 000, notify a human.”

When handoff fires, Notifyer/WhatsAble can notify you (Notifyer by WhatsAble mobile apps on iOS and Android). The agent can also follow up proactively when a conversation goes quiet—within the rules you set.

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6. Invite your team

You can add team members and control what they see: Access can be changed at any time. Video tutorial here

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7. Build your monday workflows

Inside any board, click + on the workflows area and compose automations.

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Outbound: send WhatsApp when monday changes

Example: when a lead’s status becomes Qualified:

1. Trigger: Status changes to → Qualified.
2. Action: Search for WhatsAble → Send WhatsApp message (or equivalent).
3. Pick your approved template.
4. Map columns: name variable ← name column; recipient / phone ← phone column (field names vary by recipe).
5. Publish.

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Inbound: Update monday when WhatsApp activity happens

WhatsAble gives you three inbound triggers: For “find matching item,” select your board and use the phone field to match. Then choose what happens if the item is found or not found.

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8. See WhatsApp messages directly inside any monday item

This is one of the most useful parts of WhatsAble. Every WhatsApp message your team sends or receives gets logged into the Updates section of the matching monday item — so you have full conversation history right next to the lead’s details. When you open any item, you’ll see entries like “Last message by Axel Meta: hi” or “Last message by: Delivery Feedback Request — Hi Joe Harris, could you please give us a feedback…” — with the exact date, time, and the team member or template that sent it. You can like, reply, and mention teammates on each message just like any other monday update.

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9. Use the Live Chat view inside monday

For active, two-way conversations, go to My Work in monday and expand the sidebar. You’ll see WhatsAble Live Chat as a tab. Click it — no extra login needed — and you can read and reply to every WhatsApp conversation right inside monday. AI replies are labeled as AI; human replies show which team member sent them. You can also open the Live Chat as a tab on any individual item (next to Updates, Files, and Activity Log) to see only that contact’s conversation.

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What you can do

• Send WhatsApp messages automatically from monday boards
• Get notified when a contact replies
• Sync contacts & messages between WhatsApp and monday
• View full WhatsApp conversations inside any board item — no extra login needed
• See every WhatsApp message logged in the Updates section of each item, with full team attribution
• Run an AI agent that qualifies leads and follows up automatically
• Bulk-message contacts by uploading a CSV (broadcasting)
• Reply on the go with our iOS and Android apps
• Connect with Zapier, Make, or n8n for deeper workflows
• See message analytics and access API keys for custom integrations

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Helpful Resources

📖 Documentation: docs.whatsable.app 🎬 YouTube tutorials: youtube.com/@TheWhatsAutomator 📧 Support: team@whatsable.app 📅 Free setup call: Book a session

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Need help?

Chat with us directly on whatsable.app — click the green button in the bottom right corner. Setup help is completely free for all customers, including during your free trial. If you’d rather have us configure your templates and workflows for you, just book a call.