How to automate WhatsApp template sends with dynamic parameters, with no coding required
In Jestor, sending a WhatsApp template automatically can be set up by button or by automation trigger — using variables from the table itself so the message and the recipient's number change dynamically for each record, without writing a single line of code.
Why does automating template sends with parameters matter?
WhatsApp templates exist because, once the 24-hour service window closes, sending a template approved by Meta is the only way for a business to reach out to the customer again. Doing this manually, record by record, doesn't scale for high-volume operations.
How to configure template automation with dynamic parameters?
- Automation by button: create an automation button, connect it to the "send message with template" action, and the recipient's number is filled in from a variable in the table.
- Automation by trigger: instead of a button, the automation fires on its own when a card reaches a specific stage.
- Templates with parameters: some templates have variables in the middle of the text (marked between double curly braces), replaced by real fields from the table.
- Watch out for dates: by default, dates in Jestor follow the international format (year-month-day); you need to use the date formatting function before inserting the value into the parameter.
| Automation type | When it fires |
|---|---|
| By button | When someone clicks it manually |
| By stage trigger | Automatically, when it enters a given stage |
To configure automated template sending:
- Create a button or a stage trigger.
- Choose Jestor's WhatsApp action.
- Select the number and the approved template.
- Map each template parameter to the corresponding table field, using the formatting function whenever the parameter is a date.
Why choose Jestor to automate WhatsApp sends?
Since the send automation is already connected to the same table that logs the sales or support process, there's no need to build a separate integration just to fire off WhatsApp messages at volume.
Frequently asked questions
Do I need to code to set up this automation?
No, both button-based and trigger-based automations are configured with no code.
Can the recipient's number be different for each record?
Yes, by using a table variable, like the phone field, instead of a fixed number.
How do I know which parameters a template has?
You can view each template's parameters on the WhatsApp accounts screen.
Why does the date show up wrong in the sent message?
Because Jestor stores dates in international format by default; you need to format the field before using it in the template.
Reference video
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