How to Integrate Jodoo with WhatsApp for Efficient BPM Workflow and Approval Process Notifications

Author: Daniel Lee | Global Growth Product Manager @ Jodoo

Recent Update: September 5, 2024

In today's fast-paced business landscape, effective communication is key. Many businesses rely on WhatsApp for daily communication, yet not all BPM and no-code tools seamlessly integrate with this platform. Jodoo, powered by Zapier, fills this gap by offering the capability to send BPM workflow and approval process notifications directly to WhatsApp. In scenarios such as equipment inspection, maintenance, customer support, or contact sales, timely task notifications can significantly enhance operational efficiency.

The Effect: Receiving WhatsApp Notifications Whenever There Is A Task Received in Jodoo

Powered by Zapier, Jodoo now ensures that task receivers receive vital notifications through WhatsApp. These notifications can be tailored to include critical information like form names, node names, links to the task, and more. This seamless integration ensures that employees stay informed, enabling prompt responses to tasks and enhancing overall productivity.

What Is Zapier, And Why Should I Use It for Integrating with WhatsApp?

Zapier is a powerful automation tool that acts as a bridge between various applications, allowing them to work together seamlessly. It operates on the principle of "Zaps," which are automated workflows created between different apps to execute specific actions when triggered by predefined events.

For Jodoo users, integrating WhatsApp through Zapier enhances your experience by enabling the automation of task notifications. This means that when a new task is received in Jodoo, Zapier automatically triggers the sending of a WhatsApp notification, ensuring that users stay informed and can promptly respond to important tasks. The simplicity and versatility of Zapier make it an invaluable solution, allowing Jodoo users to streamline their communication processes and optimize overall workflow efficiency effortlessly.

How to Configure Jodoo with WhatsApp Notifications in Zapier?

You need to have a Zapier account to proceed with the integration processes. If you don’t have one, please complete the registration and come back to follow the configuration steps below:

1. Install Jodoo to Your Zapier App Directory: Begin by installing Jodoo into your Zapier App Directory.

2. Select Jodoo as the Trigger App: In the Zapier dashboard, navigate to "Create Zap." Search for Jodoo in the app selection window and choose it as the Trigger App. Then, select "New Task" as the specific Trigger Event, indicating that a new task in Jodoo will trigger the subsequent actions.

3. Authorize Zapier to Access Your Jodoo Data: You need to grant authorization for seamless communication between Zapier and Jodoo. Generate an API key within your Jodoo account with the necessary permissions. In the Zapier setup, locate the Authorization field and paste the generated API key. This key acts as the secure link, allowing Zapier to access your Jodoo data without compromising security.

4. Testing the Trigger: Before proceeding, ensure you have at least one task in your Jodoo task center. Follow the testing steps in Zapier to simulate the trigger event. This step is crucial to verify that Zapier can successfully retrieve the necessary data from Jodoo, setting the stage for a smooth configuration.

5. Select WhatsApp as the Action App: Moving to the Action step, choose WhatsApp as the app to perform the subsequent action. Specifically, select "Send Message" as the action to be triggered by the receipt of a new task in Jodoo.

6. Authorize Zapier to Send WhatsApp Messages: The verification is required to enable Zapier to send messages to your WhatsApp. Zapier will send a verification code to your WhatsApp number. Keep your WhatsApp open to receive the code promptly. Once received, enter the code into Zapier's verification field to complete the connection.

7. Message Template Selection: With WhatsApp as the designated Action App, proceed to select a message template. WhatsApp's policy limits full customization, but with Zapier's dynamic data, you can include Jodoo's information in the template. We recommend using the "New Message" template, which is well-suited for task notifications. For example, you can incorporate the form title and task link into the template to provide context and quick access.

By following these detailed steps, you ensure a robust configuration that seamlessly integrates Jodoo with WhatsApp through Zapier. We also have a help doc for a detailed explanation of all Jodoo integration triggers, actions, and other configuration processes for different scenarios.

Which Zapier Subscription Plan Do We Recommend for Setting Up The WhatsApp Integration?

Enabling the delivery of BPM workflow and approval process notifications to WhatsApp positions Jodoo as the go-to choice for comprehensive business management systems. While not free, this feature offers unparalleled convenience and efficiency, making it a worthwhile investment for businesses seeking to optimize their workflows.

We recommend subscribing to Zapier's Professional plan to leverage this feature entirely. This plan ensures that users receive WhatsApp notifications within one minute of receiving a task on Jodoo. Additionally, each employee requiring WhatsApp notifications must set up a custom Zap. The Professional plan, which does not limit the number of Zaps, is ideal for companies who subscribe to over 20 licenses in Jodoo. For detailed pricing information, please refer to Zapier's pricing page or contact our sales team for personalized consultations.

Start Optimizing BPM Workflow with Jodoo and WhatsApp Integration

In conclusion, integrating Jodoo with WhatsApp opens up new possibilities for businesses seeking efficient communication channels for BPM workflow and approval process notifications. The ability to receive these notifications on WhatsApp streamlines operations, ensuring that tasks are addressed promptly.

As businesses continue to evolve, embracing innovative solutions like Jodoo's WhatsApp notifications through Zapier becomes essential for staying ahead in the competitive landscape. If you have any questions or need assistance, feel free to contact our sales team or join our community for expert guidance on optimizing your BPM workflow with Jodoo and Zapier.