Sales Automation

WhatsApp Sales

Run catalog browsing, order capture, and payment links over WhatsApp Business API.

Automation overview

What this automation does

This automation starts when inbound WhatsApp message to Twilio business number. It shopify browse catalog and paymob send payment link, then order confirmation syncs to Shopify with WhatsApp thread ID.

Trigger

Inbound WhatsApp message to Twilio business number

Main actions

Shopify browse catalog → Paymob send payment link

Final outcome

Order confirmation syncs to Shopify with WhatsApp thread ID

Execution time

30–90 seconds

Apps used

3 integrations

AI-powered

Difficulty

Beginner

Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger

Inbound customer message

Step 1

Shopify

Browse catalog

Step 2

Paymob

Send payment link

Result

Shopify

Confirm order

Step-by-step

How each step runs

1
WhatsAppTrigger
Inbound customer message
Customer WhatsApp message to Twilio business number
2
Shopify
Browse catalog
Keyword navigation through Shopify product catalog
3
Paymob
Send payment link
Paymob or Stripe payment link on checkout keyword
4
Shopify
Confirm order
Order confirmation syncs to Shopify with WhatsApp thread ID

Apps used

Connected applications

Process via WhatsApp

Shopify

Confirmation

Paymob

Confirmation

Summary

Automation summary

Trigger: Inbound WhatsApp message to Twilio business number
Inputs: Inbound WhatsApp message to Twilio business number, Business Name, Notification Email, Timezone
Outputs: Order confirmation syncs to Shopify with WhatsApp thread ID, Shopify browse catalog, Paymob send payment link
Business goal: Automate whatsapp sales end-to-end with accurate app routing.
Execution frequency: Real-time on event
Estimated runtime: 30–90 seconds
Error handling: Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies: WhatsApp, Shopify, Twilio

Benefits

Why use this automation?

Save ~2 hours/week

Remove repetitive steps from WhatsApp Sales so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

WhatsApp
Shopify
Twilio

Required accounts

Active WhatsApp workspace with API access
Active Shopify workspace with API access
Active Twilio workspace with API access
Shata Automation workspace (free tier supported)

Required API keys

OAuth tokens for each connected integration

Permissions

Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

10 min including app authorization and test run
Difficulty: Beginner

Optional apps

Stripe (optional)
Paymob (optional)

Automation runtime

Activate this template

PreviewSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft

Activation readiness

Est. setup time: ~7 min

Required connections

WhatsApp (Twilio)(required)
PreviewWhatsApp (Twilio): workflow actions run in preview
⚠ Missing
Shopify(required)
PreviewShopify: workflow actions run in preview
⚠ Missing

• Missing connection: WhatsApp (Twilio)
• Missing connection: Shopify

Manage all connections →View all installations →

Workflow summary

Trigger: Inbound WhatsApp message to Twilio business number
Steps: 4 nodes
Required apps: 2
Optional apps: 1

Trigger

Manual trigger

Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeBeginnerPreview10 min setup★4.72.3k installs · 27 reviews

Customize for My Business

Analytics

Template performance

41.6k

Views

2.3k

Installs

324

Favorites

4.7

Avg rating

5.6%

Conversion

10 min

Setup time

93%

Success rate

Trending score

Most used integrations

WhatsAppShopifypaymob

Customer WhatsApp message to business number triggers Twilio session—browse Shopify catalog by category keywords, view product cards with images, add to cart via numbered replies, receive Paymob or Stripe payment link on checkout keyword, and order confirmation syncs to Shopify with WhatsApp thread ID on order note for support context.

Some steps run in preview until their integrations go live.

Required apps

WhatsAppPreviewShopifyPreview

Optional apps

PaymobPreview

All integrations

WhatsAppShopifyPaymob

Workflow preview

How WhatsApp Sales runs

Trigger

Build menu navigation

→

Process

Rule engine

→

Action

→

Notify

Alert & log

WhatsappShopifyPaymob

Setup steps

Get started in 5 steps

1
Connect WhatsApp commerce
Twilio WhatsApp, Shopify catalog API, Paymob or Stripe payment links.
2
Build menu navigation
Keyword tree—SHOP, CART, PAY—with Arabic and English command aliases.
3
Configure product cards
Pull image, title, price, stock status; hide out-of-stock SKUs.
4
Set payment flow
Payment link expires 30 minutes; cart cleared on expiry.
5
Test end-to-end order
Sandbox WhatsApp → two items → pay → Shopify order with thread note.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Shopify Store Domain	text		No

FAQ

Frequently asked questions

24-hour window?

Template messages required outside session; cart reminder uses approved template.

Bulk orders?

Keyword BULK routes to human sales rep Slack handoff.

Delivery updates?

Pair with Order Tracking Bot workflow for post-purchase messages.

Multiple catalogs?

Branch by WhatsApp number mapped to different Shopify stores.

Reviews

4.7

★4.7

27 total reviews

Omar Khalil

E-commerce Manager · Noon Seller

★★★★★Verified install

1/19/2026

Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.

+ Scales well as we grow · Integrations worked on first try

Sarah Mitchell

Marketing Director · Bloom Agency

★★★★Verified install

7/1/2026

After two weeks live, WhatsApp Sales has become core to our daily ops. Verified install — runs without babysitting.

+ Saved our team 10+ hours weekly · Reliable triggers every time

− Took longer than estimated for advanced config

Ahmed Hassan

Operations Lead · Cairo Eats

★★★★★

6/14/2026

WhatsApp Sales replaced a manual process that took 2 hours daily. ROI was clear within the first month.

+ Setup was straightforward · Great documentation

Documentation

Template documentation

Overview

Requirements

Active whatsapp account with API access
Active shopify account with API access
No AI provider required
Shata Automation workspace (free tier supported)

Supported apps

whatsappPreviewshopifyPreviewpaymobPreview

Triggers

Inbound WhatsApp message to Twilio business number

Actions

Build menu navigation
Configure product cards
Set payment flow
Test end-to-end order

Examples

Quick start

Activate WhatsApp Sales with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for WhatsApp Sales.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

7/15/2026

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

5/16/2026

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

3/17/2026

featureInitial marketplace release.

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Recommendations

Customize WhatsApp Sales for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert

WhatsApp Sales

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Optional apps

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How WhatsApp Sales runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Payment Reminder

Discount Campaigns

Contract Generator

Lead Qualification

Customers also installed

Contract Generator

AI Lead Scoring Engine

Email Sequence

AI Sales Agent Placeholder Template

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize WhatsApp Sales for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Payment Reminder

Discount Campaigns

Contract Generator

Lead Qualification

Customers also installed

Contract Generator

AI Lead Scoring Engine

Email Sequence

AI Sales Agent Placeholder Template

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing