Integrately and TimelinesAI: When Deal is created in Pipedrive send automated WhatsApp message from Integrately

Setting up an automation to send WhatsApp messages with the help of Integrately and TimelinesAI whenever a deal is created in Pipedrive is a powerful way to enhance your workflow. Follow these detailed steps to get started.

1. Set Up the Trigger

As a trigger choose “Deal is created” in Pipedrive. This will be the event that initiates the automation.

2. Configure the Action

As an action choose Webhooks/API and activate the automation.

3. Activate the automation

This will direct you to a page where you need to authorize and set up Pipedrive account.

4. Configure the Action

Once you log in to your Pipedrive account and authorized it will ask you to choose API Method, which is ”POST”.

5. Open TimelinesAI API documentation

Copy the URL from the TimelinesAI API documentation for the “Send message by phone number” section.

6. Configure API settings in Integrately

Fill the required fields:

URL- Paste the URL from the TimelinesAI API documentation for the “Send message by phone number” section.

Add Headers:

• Key: Authorization

• Value: Bearer 4b180120-0b33-4701-a158-d9166217001e (Copy your token from the TimelinesAI workspace under the Integration section)

Set Up the Body / Data:

{ “phone”: “+14840000000”, “whatsapp_account_phone”: “+14841111111”, “text”: “hello, world!”, “file_uid”: “afa9d4dd-978d-4a14-aa1b-bd65c272e645”, “label”: “customer” }

Configure Additional Settings:

1. Include Headers in Response?: Yes

2. Include Raw Response?: No

3. Unflatten: Yes

4. Body / Data Format: JSON

5. Wrap request in array: No

7. Test the Automation

Ensure everything works correctly by running a test. Once verified, turn on the automation.

By following these steps, you will have successfully set up an automation to send WhatsApp messages via TimelinesAI whenever a deal is created in Pipedrive. This automation can greatly enhance your communication efficiency and ensure timely follow-ups with your contacts.

If you have any questions or need further assistance, please feel free to reach out to the TimelinesAI support team. We’re here to help you make the most of your automation setup.