How to Send WhatsApp Templates via Automation Without Coding

To send WhatsApp templates via automation, you attach a native automation to either a button or a trigger, choose the sending number and the template, and pull the recipient's phone number from a field rather than typing it.

Why automated templates matter commercially

Outside the 24-hour window, a template is the only way to reach a customer — which makes automated sending the backbone of any follow-up process.

Prospects who went quiet and need re-engaging
Appointment and payment reminders
Status updates tied to a stage change
Commercial follow-ups that currently depend on someone remembering

Two ways to trigger a send

Automation button — a person clicks it on the record when they decide to send
Phase trigger — the send fires automatically when a card reaches a given stage
Basic template — sends a fixed approved message
Template with parameters — fills variable fields with data from the record

How to configure it in Jestor

Create an automation button in Jestor, or set a trigger for when a card reaches a phase.
Search the automations for WhatsApp and choose one of the two native options.
Select the sending number — multiple numbers on the account each appear here.
Choose from the templates available on the account.
Set the recipient by selecting the phone field from the table, so the send is dynamic per record.

Why choose Jestor for WhatsApp automation?

Jestor ships these as native automations, so no external connector is needed between the platform and the official Meta API. Because the recipient comes from a table field, one button serves every record — pressing it on one contact messages that contact, not a hardcoded number.

Buttons can be given an icon and a colour and placed wherever they make sense in the app.

Frequently Asked Questions

Can one button serve every contact?

Yes, when the phone number is pulled from a table field.

Can templates carry variable content?

Yes, using the template-with-parameters automation. See jestor.com.

Do I need Zapier or a connector?

No. The automations are native.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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