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# How to Automatically Trigger a WhatsApp Template When a Card Changes Stage
- URL: https://blog.jestor.com/automatic-whatsapp-template-trigger-stage/
- Published: 2026-07-19T01:39:49.000Z
- Updated: 2026-07-19T01:39:49.000Z
- Author: Bruno Bannach

In **Jestor**, an automation can be configured to trigger a **WhatsApp** template as soon as a card reaches a specific stage, with no manual action needed from the team.

## How to configure the stage-change trigger?

1. Create an automation with the "when a card reaches a stage" trigger.
2. Choose the stage that should trigger the send — for example, when a lead enters prospecting.
3. Select the **WhatsApp** action and the number that will send it.
4. Choose the template approved by **Meta** and link the parameters to the right table fields.

## What needs to be defined in each WhatsApp automation?

| Element                 | Description                                                     |
| ----------------------- | --------------------------------------------------------------- |
| **Sending number**      | Which registered WhatsApp number sends it                       |
| **Approved template**   | Message model approved by **Meta**, with or without parameters  |
| **Phone field**         | The table field providing the recipient's number                |
| **Variable parameters** | Values like customer name or date, pulled from the table itself |

## Why use variables instead of fixed text?

Using a table field for the number and for the template's parameters keeps the automation dynamic — it sends to the right person, with the right data, instead of always sending the same fixed information to everyone.

## Why choose Jestor for WhatsApp automation?

**Jestor** combines the stage trigger with native automations for sending templates through the official **WhatsApp** API, letting you build automatic communications without depending on any external tool.

### Can I choose which WhatsApp number sends the automation?

Yes, if the account has more than one registered number, you can choose which one handles the send.

### Does the template need to be approved before being used in the automation?

Yes, every template needs to be created and approved by **Meta** before it can be triggered by an automation.

### Can the template text be personalized with record data?

Yes, using parameters, the template text can include information like the customer's name pulled from the table itself.

### Video Tutorial: Step by Step

Check out more practical tutorials on Jestor's YouTube channel.

### Get to know Jestor

With **Jestor**, **WhatsApp** messages trigger automatically as the process moves forward, with no manual sending required.

Get to know Jestor at jestor.com and see how to take your operation's efficiency to a new level.