Integrate monday.com with WhatsApp Using Make – Full Tutorial

in this video I'm going to show you how to integrate monday.com with WhatsApp by using a tool called make by the end of

this video you'll be able to send and receive messages within Monday to your customers let's get started before we

get started it's important that you have four things in place the first thing is a Facebook account the second thing is a

phone number that's not connected to any WhatsApp services at all so not WhatsApp business not normal WhatsApp nothing

meta related um otherwise you need to disconnect that account and you will lose WhatsApp

messages which you probably don't want the third thing is a money.com account which makes sense and the fourth thing

is a make account if you don't have a make account yet in the description you can uh click on the link to start a free

trial via my affiliate link which would help me a bit so um first things first you need to go to developers. face.com

which looks like this and you need to log in with your Facebook account then on the top right hand side you go to my

apps and when you're in my apps you need to click on create app now now we're going to follow a few

steps so first you need to select your business if you don't have a Facebook business yet please go to business.

face.com and create your business and then you can come back to this step I'll just use uh this test business and click

on next now you need to uh click other and and then here in the next step you'll choose that it's a business app

and we go to the next step let's give it a name we'll call it YouTube tutorial and once again I select the

business that we started with we click create app obviously this will only be an app for internal usage and we won't

um it won't be an app that will be on the Facebook Marketplace that anyone in the world can download so it's just for

your team um here we need to choose a product so let's go for the WhatsApp product click on

setup and now that it's setting up it will take a few seconds and then we can there you go on the left hand side click

on API setup great now that we're here so you have a few things to note you have a

temporary exess token as you can see the token expires in 23 hours and I'll show you how to create a um a permanent token

in a second we have a phone number you usually get a test number from the start but if you don't have one you can click

here and click on ADD test phone number if you don't have a test phone number yet that will be the option and now for

me it says add phone number uh I'll keep using the test phone number for this tutorial but if you want to add your own

phone number you can click add phone number uh follow the steps but make sure otherwise it won't work make sure that

the phone number is not connected to WhatsApp business and not connected to a normal WhatsApp account because if you

have that it will not work just make sure that you know that so it's actually pretty simple you fill in the

information uh you add your number and you verify your phone number with an SMS verification and then you can start

sending WhatsApp messages from your actual phone number um but I'll use the test phone

number from now um what you'll see is there's uh a two step so where do you want to send

send a message to this is mostly for testing purposes so if you can click here you can add a phone number to the

list um I need to do this because I'm using a test phone number if you're using your own phone number uh you don't

need to have this however you will also need to add a payment method and some extra steps that I'll show you so I'll

click here and I'm going to add my uh business phone number which I don't know from the top of my head so let's find

it there you go so I'll fill it in it's a touch phone number there you go now I click next and I get a verification code

which I can see in WhatsApp as you can see here and this is my code so I copy it and paste it here and click next and

now it's verified now I can send test messages with this uh with the test phone number to my actual phone

number um so that's those are the first steps the next step is to and I'm looking at my list on the left hand side

um is to um check if you already have a template ready so in step two you see here this click here button and if you

click there you'll go to the place with all the templates and usually you have a template from the start so you'll

probably see a template here like I see here the hello world template but you can also create your own template by

clicking on this button keep in mind that if you want to send WhatsApp messages to people from a

business account you always need to start with a template or the customer has to start the conversation so if you

want to start the conversation it needs to start with a template if not it needs to you can send a normal message so it's

actually good to to change this template to whatever you prefer uh you can click here edit template and you know change

it so I'll just type uh for example hi Monday team and we'll use that oh actually then

you would need to submit it for review so I'll keep it like this for the video otherwise I might not be able to use the

template because WhatsApp reviews every template uh before you can send it um so yeah that's the template make

sure that's the template that you'd like to use then the next step is when you're in the this environment you can click on

the gear icon here which will bring you to the business

environment and here you need to click on system users on the left hand side system users there you click here and

you you're going to add one so click on ADD there's some information about their policy which I'll accept and then I'll

give the user name which I'll call admin and this is um you need to give it the user Ro admin and basically what we're

going to do is we're going to create a new system user which will hold the API key so we can communicate with the

WhatsApp API so let's create the user and then in a few seconds it should be connected or it should actually be

created there you go and I'll accept it one more time now it's important to assign your assets so if you click

assign assets you can assign your um app so if you go to apps you should be able to see your app well mine my app is

called YouTube tutorial so I'll click here and I'm going to select everything and it's very important that you give

the admin all access then you click save changes and now the admin account has access to your app click done and this

is an important step we're now going to generate the uh permanent access token so let's click generate token

here uh and select an app which is the YouTube tutorial in my case and now you have two options to for token expiration

so with 60 days it means that every 60 days you need to refresh and need create a new token uh for security purposes

this is great however if you're not really uh looking forward to checking that every 60 days and fixing it uh you

can just put it to never however keep in mind from security point of view it's not

ideal then if you scroll down with four permissions you need to select the bottom two WhatsApp business management

and WhatsApp business messaging so let's select the two and click generate

token and now you'll see a token in a few seconds there you go this is the access token and I'll keep this tab open

for a second while I go to make because we're going to set up the authentication so let's go to make as

you can see I created the empty folder here you can create a new scenario uh if you don't know anything

of make you can go on the left hand side to scenarios and then you'll see something like this you click create a

new scenario and we're going to type uh WhatsApp here and then you have the

WhatsApp business Cloud so let's click there and then um yeah you can use anything we're going to remove this

later on so let's click on say send a message for example then we're going to click on create a

connection which will ask you for a name I'll call it YouTube tutorial WhatsApp the permanent token is the

token we just generated which is this one if you copy it make sure you don't accidentally copy for example the the

two points here so make sure it's actually the ex's token and nothing more then paste that here just check at

the start see I copied the space or white space with it so I'll remove that uh make sure that it's exactly the same

as what you see here and by the way don't share this token with anyone otherwise they will be able to access

your account which you don't want um then we have the WhatsApp business account ID if you go into your um uh

WhatsApp business again click okay then we can go into WhatsApp account and if I click here I will

probably not see anything but this is the place where oh I will see any something but this is the place where

you will find your own phone number if you have added it so you would find your phone number here and then you would

need the code that you see here and that would be your WhatsApp business account ID in my case I'm going to double check

because in the app It also says here the business account ID for the test uh start with

379 this one yeah so it's the same so this my test account so make sure you use the right account so I'll just copy

this code and I'll paste it here and click on Save if you get an error you made a mistake with the access token so

make sure that you copy paste it exactly uh as you as Facebook is showing it now the next step is to use a sender ID

which in my case is test number if you edit your own phone number you'll see yours as well and a receiver which as

you can see in the description here if the phone number starts with plus one uh 212 blah blah blah you need to put it as

one number um in one go so my my case uh my phone number let me find it again so this is my phone number and I would

actually remove the spaces and the plus like this now at the bottom you'll see a message type um which is text well

actually now that I think about it we're not going to do these steps at this point um because we actually want it as

a step next to it so I'll right click here and delete this module and then double click here to add WhatsApp

business cloud and the reason why I do this is because as I said you need to start with sending a template not with a

normal message so let's do that click template you have the same connection authentication sorry sender ID is this

one receiver well this my phone number so let's do it like this and then select a template which in my case Hello World

um there you go and now what I can do if I go to my WhatsApp account you'll see that um well this is the last message

from 10:41 it's my last test I think if I right click and run this module only it should return there you go green

light and I got a message so I need to check there you go I actually got this message from WhatsApp so I can do it

again and you'll see there you go I have a new message and now from this point what you'll see is when I add another

step so let's do that double click go for WhatsApp and send a normal message you'll see that it will not work

until I respond so let's try sender ID receiver is the same thing as we just had my phone and then the message types

text let's say hi I'm testing and if I right click and run this module it will say that it's

correct and it worked however I didn't receive anything and this is this protection from WhatsApp so I first need

to respond thanks and now I can run it again and you'll see that I actually get the

message if you cannot get this to work it's probably be probably because you didn't connect a payment method to your

account yet if you don't use a test account like I'm doing in this tutorial you need a payment method connected to

your account because WhatsApp business API is not free you can actually do that by going

into to your app and then you'll have all types of error messages and things saying hey you need to connect your

payment method um which you can do then and then follow the same steps as I'm doing and then everything should work

but just keep in mind start with sending a template so this one and only then send a normal message otherwise it will

not work so now that we have the whole WhatsApp part um finished we can

actually connect it to Monday so let me open up Monday so we're now in Monday and let's start connecting Monday to

make so the first thing I want to do is create a button that will send the template to the phone number so I'll add

a column which is called button and we call it send template um and what we want to do is we

want to add a status column next to it which shows the status of sending the template so um I'll call it template

status with a few options so we'll say uh send we'll say error and we'll say uh not send as the

default um and what I want to do is I want to make sure that or well maybe let's add another one which called ready

to send so what you can do with Monday and connected to make uh you need to use web

hooks however you cannot trigger a web poop based on a button click so with a button you need to change the status and

with the status you can trigger the web hook so let's go to automate and then um add a custom

automation which is when a button is clicked then change the status I'm going through the basics of Monday pretty

quickly uh because I think that's necessary information uh that's it's just good to know I I hope that you

already know the basics of Monday when you watch this tutorial otherwise it can get quite complex so for example

something like this I won't go in too much detail on how it works so you click ready to

send and then um what you'll see is if I click on this button the template status will be ready to send there you go so

now we want to connect that to Monday or sorry to make so we go back to make and I'll uh do shift and hold to select

these and drag them to the side and then I right click and unlink these because what we want to do is set up a web hook

so just type web hook and use a custom web hook if you don't know anything about web books I have a great video on

the channel That goes into very much detail on web books work and how to connect them and how they you know how

to think about them so I'll link to them in this video but you can also check them out in my on my channel so let's

click on add to add a new web hook and I'll call it uh WhatsApp tutorial and I'll save it

um and I click okay and then we add another module by double clicking go to web Hooks and go for web hook

response here um so it's here it's important to um do one thing which is the status should be 200 and then be um

very well Bas make sure that you exactly copy what I'm going to do now because otherwise you'll run into an error so

you do an open curly bracket do a double quotation mark you type challenge you do another double quotation mark do a

column you do another quotation mark double and now you do double curly bracket one dot

challenge close curly bracket twice so once more double open one. Challenge and double

close then we do uh a double quote again and then we close it with a curly bracket so make sure it's exactly the

same as I have on the screen otherwise you will have an error let's click okay um yes let's click okay and then

click on the first step for the web hook copy the address to the clipboard and then run

once it's actually saying model reference to non-existing module one so I

assume um maybe because this is actually not module one which could be the case wait a second

ah yeah I see so in my case I used um as you can see I used one. challenge which I usually use however this is module

four so I need to use four. challenge so I'll just do open curly brackets four. Challenge and close gr brackets and it

looks like this and you can click okay but make sure that the number is equal to the number that you see here

otherwise it won't work then we click okay and then we well once again copy the address that you see here and run it

once now you go back to Monday go to automate go to templates type web hook and use this one when a status changes

to something send a web hook you can see I already connected a lot of web hooks if you already have done so yourself

click on use another account if not you'll see this here you'll paste the webbook URL to click

connect and then we say when template set changes to ready to send send a web hook let's add it to the

board and then uh that works great let's go back to make remove this second step and then save it um it's very

important that we now run it once so we can test if it works go to context click on the send the template and then we

expect there you go you see the green check mark which means it's got a positive outcome and if you click here

on this one icon you can click here and click on event and you'll see all the information from Monday an important one

for us is the pulse ID which is the item id now let's add a step we do Monday get an

item click here and then the first thing if you haven't been authenticated yet click on

ADD and give it a name I'll call it uh WhatsApp YouTube tutorial and now you need to select an

API key you can find that by going to Monday clicking here clicking on developers and then on the left hand

side you'll see access tokens in a second there you go as you can see it's hidden so you would need to

click on show um so I'll click show now and then I click on copy make sure to never ever share this code with anyone

because if they have access to the code will be able to sh everything in your account can read data can write data can

change everything can delete everything so please don't share it um so click on copy and then paste it here in the API

key field and click save now we're going to use an ID which is the pulse ID so you can just drag it

or you can click on it here whatever you prefer and then the board ID in my uh situation it's called contacts I'll

change this to contacts WhatsApp so I can find it more easily so let's click here and we go for there you go contacts

WhatsApp click okay and um we'll run it again so let's close this tab uh keep in mind if you click on send a template now

it won't work because it's already set to ready to send so we put it to no not send and then trigger it again because

it only triggers when it changes to this status as you can see we now got data from Monday with a lot of uh column

column values including the phone number as you can see here and that phone number is actually

very important because we want to send the template to this person so we connect it to the send the template

module and we'll disconnect the send the message module because we're not going to send a normal message at this

point so let's see if it works by clicking here and making sure that the receiver is

actually the same as the phone number which where is it phone and then we'll use the phone

number keep in mind if you're testing this uh with your test number you should actually use your test number in the

Monday uh environment because that's the one we WID listed if you're testing this with a phone number that you uh

confirmed yourself that you added yourself then you can test with any phone number so um yeah that's it let's

click okay and then click save and then we run it once to see if it works so we're going to uh click on click me and

let's see what happens I hear the WhatsApp sound let's see there you go I got the

message now we need to do one more thing we need to add another step at the end so let's do Monday step and then we call

it update column values of a specific item because we want to confirm that the message has been sent so in the board ID

uh WhatsApp we will update a status column but first select the item id don't

select the actual one select it as a mapped value so it works for every single item that goes through and not

just this one um make sure to use the pulse ID at the first step and then add a new status sorry column ID which will

be the status and we're going to update the label and the label will be oh sorry it's not status it's template status and

then the label will be sent click okay and what you'll see now when I run this I can now click here and then I

expect to hear the WhatsApp sound there you go so it's s sent I received it and it's now set to template

status send you can send the template multiple times if you want obviously probably not but you can um and that's

actually the first part of this tutorial the second part is that we can actually communicate with this person through the

update section through this section so um first step is actually to well make sure that we confirm that we sent this

message so we double click here and we're going to Monday and we create an update which will be the item ID is the

same so it's pulse ID and the body is a message sent from us and obviously feel free to do whatever you want here um and

then we can say uh date and time or date and then we do now you can obviously have all types of

information here and then we do message oh whoops message I think oh it doesn't show the message here so let's just copy

the message from the template uh this where is it yes this so we can confirm that we send this uh from

us to and then we do for example phone number and we click okay or actually we have the contact here so we can also say

we can send it to Patrick so let's do that to make it a bit more bit easier to read so message sent from us to Patrick

date now message is this and also here you can use these texts to make it a bit easier to read um let's click okay and

then run it once again just to double check if it works so let's click and see if it

works there you go and as you can see oh the bolt didn't come through I would need to check why

but anyways that's not very important oh sorry it's not Boldt it's uh strong now that I think about it so if we do strong

I think it will work um let's try it again just to make sure that it

works let's go I hear a message there you go now it's working so you can obviously do that here as well and here

just to make everything a bit more uh look better you can also split the time and the date you know but I won't go so

far on this detail but with some basic make knowledge you can uh set it up yourself um great so we now have the

first message which is here it's awesome and I'll call this one the send oh send a template uh to

user and then I'll actually to remove this module because we'll use it later so let's click save now the second part

is to start sending a message when we send an we create an update so uh let's turn this one

on and start with that so I'll go to my folder and create a new scenario once again this time um we're going to

trigger it based on create an update I will do this relatively quickly with uh because yeah already showed how to

create a web hook so I don't want to make it more complex than it already is um so we should use where is it oh when

a new update is posted send a web hook uh that's it so let's do that I'll do the same thing as I just did but then

a bit a little bit more faster so we just do um name is update created okay and then we are going to

add a response in this case it's one so we need to do curly brackets like this uh just make sure to follow along and

pause the video if necessary then we run it again but first we copy the URL click okay we run once I'm going through this

relatively quickly because already oh that's interesting did I copy the wrong URL because because um yeah it's

important to know that I can obviously take a lot of time to explain this but you already have seen how it works so

it's a bit of a waste of our time and I don't want to make this video too long so I'll just I'm just here like we were

uh like we started so let's run it again and see if it actually starts when we post an update so let's say

test and then I hope that I get something um yes there you go so the message is test

this the pulse ID that's amazing um I think the next step would be to send the message so let's do

WhatsApp send a message and then we'll say um send ID our test number receiver um oh that's

actually a good one we first need to call the API TR to get the data like the phone number from that person so let's

do the same thing as we just did Monday get an item uh I need to change my

authentication to the YouTube tutorial wait it's actually the yeah I think this one then the ID is the pulse ID which we

just had and the board ID is to WhatsApp I do WhatsApp I click okay then I'll just run it once so we

can get some test data which takes a few seconds there you go we connected to the

next module and then the receiver ah dang it that's unfortunate um well let's type some this is sometimes it's a bit

annoying about make when you didn't connect it the moment uh you're testing it then you see that you cannot use any

data from there obviously you can use the curly brackets and you know figure it out that way but it's just easier to

you know paste some random information here click okay uh knowing that will error oh we

need to do it message type so also do text and some random information here just run it once again and then you know

it will error which is fine but then um oh whoops I triggered the wrong thing so it should be this

one there you go it errors but now you can actually refer to data from that step so the rece receiver is where is it

phone this one and the text body is and that's actually in here uh well let's use this one I don't

know if it will actually work with HTML so we need to test so let's try body um there's one important thing like

as of now every update will trigger this Automation and we don't want that well um so what we can do is for example say

anytime we type add client and I don't like the add because it will automatically you know show up things

but we can do hashtag client and only uh send the messages if the word hasht client is in this uh account or in this

message so we can do hash client test and we can then say okay let's filter it out any message that doesn't have hasht

client will be filtered out so you can click on this wrench icon set up the filter only allow client messages

then we say the uh body and then we say contains uh hasht client and now only if I'll wait for new

data only if hasht client is in the message it will continue Let's test if this actually

works hopefully does there you go seems to work I did get a message there you go so it's with HTML so we'll just change

this step because we don't want this you know the HTML tags so I'll change the body

to text body and what we can even do is split the hasht client word from it so we can

say uh split this one like this and then we split it on hash client and then we

get the now come on we get the second part of it oh oops that

didn't work as expected get and then this one and then we say

two so we would actually split it on hasht client and we'll hasht client will be the first part and the rest will be

the second part um this is just some yeah make knowledge I won't go too in depth you can just follow along what I

did is I did get and then Open Bracket and then same thing with split and then Open Bracket and then with the yeah the

other stuff you can just follow uh like I did here just make sure if you type this thing it's actually uh the same as

you see here and not just like this if you see that you can I think do it like this yeah but I already used it so I

cannot use it anymore however if that one is applicable it will automatically show up so let's see if it work what I

just did run it once wait for new data we say hasht client oh whoops this is a test let's see which part it now picks

sometimes you can make a mistake here oh so I did have a message missing value of required parameter

body uh let me double check that real quick yeah I made a small mistake um you shouldn't actually use uh two here but

one because in computer language as I should know the first step is always zero and the second step is one so if

you split it on the word CL hasht client hasht client will be zero and the rest will be one uh just keep in mind that

you then always start the the the update with hasht client um so yeah obviously there's

other ways to remove the the client word from this whole message and you can also have it in the middle of a message but

um I'll keep it simple for this one I won't go too in depth on make knowledge but if you're somewhat skill to make you

can you know build that your own way so this is great now it means that if we turn it

on it means we can actually just send information to this client hi patri how are you doing with a few typos but

shouldn't matter and then within a few seconds I should receive something here see if it

works there you go hi Patrick how are you doing so I got this from Monday which is pretty cool um so that's

awesome that seems to work pretty well um let's actually go to the next step where we would actually receive messages

and then send them to Monday as an update okay so um let's first give this one a

name so we call it send WhatsApp from Monday and I'll save it and I'll go back and now um we're going to create another

scenario and make which we'll do again however this time the trigger is WhatsApp so the trigger is not a web hop

but it's WhatsApp and they have this watch events trigger if you don't see it click show more and you'll see watch

events uh we'll create a web hook and here um we'll just give it a name so WhatsApp

tutorial um and this is the verified token which we'll find in Facebook let me open that up

again so as you can see here I'm back in the developers portal and if you go to configuration you'll see that uh there's

no verified token here but you can click on edit to create one so let's click edit add a verify token such as um just

a random string and I'll just copy this one and paste it in here and then the event that we want to look for is

messages of course you can also create this automation for other stuff so feel free to play around with it I'll just

use messages then we click save and as you can see there will be a URL here we copy that one to clipboard and then we

use it as a callback URL and then we click verify and save there you go now um we can click

okay and it will actually watch for events from WhatsApp so if we run it it will now start listening to messages if

we send the WhatsApp back hi I'm Patrick we should receive um an event anytime soon oops I actually forgot one

thing in the web hook fields we need to enable messages as well so click on manage go to messages and enable this

one like this so you just check mark it and then click done and now we're going to make again and we're going to run it

once again and send a message test and then you'll see there you go we got a message the message is test that's

awesome and what we see is is we see the uh some information here so we see for example the WhatsApp ID or just the

phone number um which is probably smart to have in Monday now that I think about it so we can just um let me think about

solving that real quick yeah I'll just um I'll just use a WhatsApp ID uh column which is just a numbers column here and

I'll copy and paste this in practice what I would actually think makes more sense is to also add it to this one

which I'll just show you real quick so you know how to do it so I go back to the other automation the template one

and then uh what we'll do uh here in the last step or the not the last step almost the last step is to

also add that WhatsApp ID to a column so we can just refer to it so we WhatsApp ID um which I think is where is it

phone phone there you go and click okay and now it will also automatically put the WhatsApp ID in that field uh the

reason I do this is I'm not completely sure how the phone number will be returned and if you can search for it so

let's double check if that's even possible um but let's go back to the automation so what we want to do is well

we have a new message from an account so we want to go into Monday and then um find a I think it's called search yeah

search items in the board based on column values and here it's important to search

for uh let me select the right message to search for um this phone number so we put the limit to one because I expect

there's only one contact the board ID is WhatsApp in my uh case and then we can search for lots of different things

um I'll just search for WhatsApp ID so I always know it's correct go for the column value which is where is that ID

contacts there you go WhatsApp ID and then the output is well nothing really I just wanted to Output the item ID so

I'll also select show parent ID and click okay and then if I run it again and then type something for example test

it should hopefully return my item ID in Monday as you can see it's not always

completely um seamless sometimes it takes a few seconds till the automation runs so I've just sent a few messages

but I don't see anything coming in yet let's try to run it again oh there you go use existing

data well I'll just check and see if there's any reason why it's relatively slow oh there you go so as you can see

see it now found it this is the ID with the name is Patrick it's great and now what we can do is create an

update where the ID is the ID that we found here and the body is new message from and then uh we say the name of the

person um let's make it a bit pretty so let's do strong it's just some HTML and we close it strong so it's actually Bolt

and then we'll say uh the message is sent so let's say uh date strong date strong um let's say the date is now

because I expect that when we get the the the signal it's actually the the date and then we do strong uh

message strong oops is and the message should be in the first step let's find it

uh oh that's a lot of information uh where is it I'm actually

thinking where is it metadata contacts no messages text there you go body oh oops let's drag it here oh let's drag it

like this and I click okay and now if we save it and we turn it on it should actually work so if I send a message

message I say hi Patrick from WhatsApp I expect that this automation

will run within seconds and then um show it in the context field let's see if it worked there you go so we got the

message from here works pretty good and then I'll say hash client hi great

message and then I expect that to see that very quickly here in WhatsApp as you can see it usually takes a few

seconds till it run okay hi great message thank you very much let's see it comes

back there you go so that's actually pretty quick of course there's lots of ways to

improve this workflow um you know you can build things such as uh support for images videos all that kind of stuff you

can uh confirm in a field that actually the first template sorry that there's been a response from the user after you

sent the template so in the template I would put stuff like please respond to this message so we can contact with you

further um but then you can confirm in Monday and keep track of people actually send the message back so you can always

send them normal messages and otherwise you might send the template again uh you can also improve it by for

example one thing that you don't know here now is you don't really know uh after you send the message there's no

real confirmation that the message has actually been sent so what you can do is use the Monday API to automatically

reply something like message is sent so you actually have some sort of confirmation that is actually sent all

the kind of stuff is possible goes very in depth um and probably a bit too far for this tutorial but hopefully this

tutorial made a lot of sense um and now you can actually connect your account uh your Monday account to Whatsapp thanks

for watching watching this video hopefully you liked it and can now connect your Monday to your WhatsApp uh

and play around with that and actually use it in your uh company if you have any questions please leave them in the

comments and I'll try my best to respond if you like this video please help me out and give me a like oh and there's

also some fireworks here uh And subscribe to the channel if you need tailored and personalized advice you

just really need help with your project look in the description below and I'll um schedule a call with you you so we

can look into your project and see if I can help you have a great day and bye-bye