How to Automatically Trigger a WhatsApp Template When a Card Changes Stage

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?

Create an automation with the "when a card reaches a stage" trigger.
Choose the stage that should trigger the send — for example, when a lead enters prospecting.
Select the WhatsApp action and the number that will send it.
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.

How Do You Set a Different Homepage for Each Role as Soon as the User Logs In?

In Jestor, when editing a role, you can paste the link to a specific page (like a dashboard) into the homepage field, so that every user with that role lands directly there as soon as they log in. Why this improves the user experience Without this setting, everyone would land

What's the Access Difference Between a Member-Type User and a Builder-Type User?

In Jestor, a member-type user is meant for anyone who just uses already-configured processes, while a builder has access to create and edit tables, apps, automations, and the account's structure. Why separate these two access levels Not everyone on the team should be able to change

Why Does Grouping Tables and Apps for the Same Process Into the Same Folder Make Maintenance Easier?

In Jestor, grouping tables and applications for the same process into a single folder makes it quick to find everything related to a specific Kanban or flow, saving you from wasting time hunting for scattered pieces across the platform. Why folder organization avoids clutter Just like an unorganized computer desktop,

Can You Duplicate an Entire Application, With All Its Elements, Right From the Action Bar?

Yes. In Jestor, the action bar (opened with Ctrl+K or Cmd+K) lets you clone an entire application, with every element it contains, just by choosing the source app and giving the copy a new name. Why cloning from the action bar is faster Manually rebuilding an app from