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3 min read

7 WhatsApp Notifications automation ideas

By Hannah Herman · August 29, 2024
Hero image of the WhatsApp app logo connected to other app logos on a light purple background.

Texting can be a great way to stay connected to your work on the go. You can talk to your team, your boss—maybe even your mom if you need a little encouragement. And with tools like WhatsApp, you can text across time zones and countries for free, which is a great perk if you have a distributed team. 

But texting isn't just for keeping in touch. With WhatsApp Notifications and a little automation, you can also keep track of important developments even when you're not at your computer—which is really helpful if your job or business takes you out in the field. Here are a few of the most popular ways to automate WhatsApp Notifications with Zapier.

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Table of contents

  • Get notified about new files

  • Get notifications for new spreadsheet data

  • Stay on top of form responses

  • Keep up with calendar events

  • Get notified about new emails

  • Stay on top of new digital leads

  • Keep track of everything else

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Get notified about new files 

If you work with a lot of files—like contracts or quotes—it can feel really overwhelming to stay on top of every new item, especially when you're out and about. That's where automation comes in. You can create an automated workflow (which we call a Zap) that sends you a WhatsApp notification every time a new file is added to your file management tool. 

Send WhatsApp Notifications messages for new Google Drive files

Send WhatsApp Notifications messages for new Google Drive files
  • Google Drive logo
  • WhatsApp Notifications logo
Google Drive + WhatsApp Notifications

Send WhatsApp Notifications messages when new OneDrive files are added

Send WhatsApp Notifications messages when new OneDrive files are added
  • OneDrive logo
  • WhatsApp Notifications logo
OneDrive + WhatsApp Notifications

If you don't want to get a WhatsApp notification for everything, you can make the workflow more specific, so you only get notified when new files are added to specific folders.

Send a message in WhatsApp Notifications for new files in a folder in Google Drive

Send a message in WhatsApp Notifications for new files in a folder in Google Drive
  • Google Drive logo
  • WhatsApp Notifications logo
Google Drive + WhatsApp Notifications

Send WhatsApp Notifications messages when new Dropbox files in folder arrive

Send WhatsApp Notifications messages when new Dropbox files in folder arrive
  • Dropbox logo
  • WhatsApp Notifications logo
Dropbox + WhatsApp Notifications

Get notifications for new spreadsheet data

Spreadsheets are a powerhouse tool for storing, organizing, and analyzing all kinds of data—from leads to software bugs. But because there are so many different ways to work with them, spreadsheets can also feel a little clunky, especially on the go. If you need to find one new row of data, good luck pulling it up on a tiny mobile phone screen!

Instead of trying to stay on top of new spreadsheet data manually, you can use automation to have it delivered directly to you. Just create a Zap that sends you a WhatsApp notification anytime there's a new or updated row in a particular spreadsheet—no pinching or zooming required!

Send WhatsApp Notifications messages when new or updated Google Sheets rows are recorded

Send WhatsApp Notifications messages when new or updated Google Sheets rows are recorded
  • Google Sheets logo
  • WhatsApp Notifications logo
Google Sheets + WhatsApp Notifications

Send WhatsApp Notifications messages when new Google Sheets rows are added

Send WhatsApp Notifications messages when new Google Sheets rows are added
  • Google Sheets logo
  • WhatsApp Notifications logo
Google Sheets + WhatsApp Notifications

Send WhatsApp Notifications messages whenever new records are added to Airtable

Send WhatsApp Notifications messages whenever new records are added to Airtable
  • Airtable logo
  • WhatsApp Notifications logo
Airtable + WhatsApp Notifications

Send messages via WhatsApp Notifications for new or updated records in Airtable

Send messages via WhatsApp Notifications for new or updated records in Airtable
  • Airtable logo
  • WhatsApp Notifications logo
Airtable + WhatsApp Notifications

Stay on top of form responses

Forms are great for giving customers a way to get in touch—especially if they need to schedule field services like repairs, home deliveries, or in-person sales meetings. But if you're trying to make it to all those scheduled appointments, chances are you're not routinely checking for new form responses.

To help you multitask, you can use a Zap to automatically send you a WhatsApp notification every time someone submits a new form response. That way, you can focus on your agenda for the day—while still staying on top of new requests. 

"send WhatsApp Notifications messages for new Google Forms form responses"

"send WhatsApp Notifications messages for new Google Forms form responses"
  • Google Forms logo
  • WhatsApp Notifications logo
Google Forms + WhatsApp Notifications

Send WhatsApp Notifications messages for new Jotform submissions

Send WhatsApp Notifications messages for new Jotform submissions
  • Jotform logo
  • WhatsApp Notifications logo
Jotform + WhatsApp Notifications

Send WhatsApp Notifications messages for new Typeform entries

Send WhatsApp Notifications messages for new Typeform entries
  • Typeform logo
  • WhatsApp Notifications logo
Typeform + WhatsApp Notifications

Send WhatsApp Notifications messages when new or updated Google Forms responses occur

Send WhatsApp Notifications messages when new or updated Google Forms responses occur
  • Google Forms logo
  • WhatsApp Notifications logo
Google Forms + WhatsApp Notifications

Keep up with calendar events

Similarly, you might not check your calendar all the time—especially if your work involves being away from your computer throughout the day. That can be really anxiety-inducing, especially if you work in a client-facing role where you need to accommodate new meetings or appointments.

Thankfully, you can squash the fear of missing an important appointment with automation. Just create a workflow that sends you a WhatsApp notification whenever there's a new event on your calendar.

Send new Google Calendar event notifications through whatsapp messages

Send new Google Calendar event notifications through whatsapp messages
  • Google Calendar logo
  • WhatsApp Notifications logo
Google Calendar + WhatsApp Notifications

Send WhatsApp Notifications messages when new Google Calendar events are created

Send WhatsApp Notifications messages when new Google Calendar events are created
  • Google Calendar logo
  • WhatsApp Notifications logo
Google Calendar + WhatsApp Notifications

Send WhatsApp Notifications messages when new invitees are created in Calendly

Send WhatsApp Notifications messages when new invitees are created in Calendly
  • Calendly logo
  • WhatsApp Notifications logo
Calendly + WhatsApp Notifications

Get notified about new emails

If you work on a sales or support team, you're probably familiar with email aliases or group inboxes. In an ideal world, you'd be able to check these from your phone—but that's not always possible, depending on how your company's infrastructure is set up. 

Instead, you can create a handy workaround with Zapier: an automated workflow that lets you know about new emails via WhatsApp Notifications. 

Send WhatsApp Notifications messages when new Gmail emails arrive

Send WhatsApp Notifications messages when new Gmail emails arrive
  • Gmail logo
  • WhatsApp Notifications logo
Gmail + WhatsApp Notifications

Send WhatsApp Notifications messages when new Gmail emails matching search appear

Send WhatsApp Notifications messages when new Gmail emails matching search appear
  • Gmail logo
  • WhatsApp Notifications logo
Gmail + WhatsApp Notifications

Send new Slack channel messages to WhatsApp Notifications

Send new Slack channel messages to WhatsApp Notifications
  • Slack logo
  • WhatsApp Notifications logo
Slack + WhatsApp Notifications

Send WhatsApp Notifications messages for new inbound Email by Zapier emails

Send WhatsApp Notifications messages for new inbound Email by Zapier emails
  • Email by Zapier logo
  • WhatsApp Notifications logo
Email by Zapier + WhatsApp Notifications

Stay on top of new digital leads

If you're a marketer—or an entrepreneur growing your own business—staying on top of new leads is crucial. When someone clicks on an ad or fills out a lead gen form, you have a short window to act and convert them into a paying customer. But keeping up with those new leads can feel impossible without staying constantly glued to your computer screen.

Instead of never leaving your desk, consider automating those lead notifications. These automated workflows notify you via WhatsApp for every new lead—so you can have a life outside of your laptop. 

Send messages in WhatsApp Notifications for new leads in Facebook Lead Ads

Send messages in WhatsApp Notifications for new leads in Facebook Lead Ads
  • Facebook Lead Ads logo
  • WhatsApp Notifications logo
Facebook Lead Ads + WhatsApp Notifications

Send messages on WhatsApp Notifications for new leads in TikTok Lead Generation

Send messages on WhatsApp Notifications for new leads in TikTok Lead Generation
  • TikTok Lead Generation logo
  • WhatsApp Notifications logo
TikTok Lead Generation + WhatsApp Notifications

Send WhatsApp Notifications messages for new LinkedIn Ads lead gen form responses

Send WhatsApp Notifications messages for new LinkedIn Ads lead gen form responses
  • LinkedIn Ads logo
  • WhatsApp Notifications logo
LinkedIn Ads + WhatsApp Notifications

Keep track of everything else

Every business and team is unique, so you may need a little more flexibility with your WhatsApp notifications. Thankfully, Zapier connects to thousands of apps—plus webhooks and RSS feeds! Whether you want to get WhatsApp notifications for custom triggers or just know every time there's new content on your favorite website, you can automate it with Zapier. 

Send messages via WhatsApp Notifications for new items in a feed with RSS by Zapier

Send messages via WhatsApp Notifications for new items in a feed with RSS by Zapier
  • RSS by Zapier logo
  • WhatsApp Notifications logo
RSS by Zapier + WhatsApp Notifications

Send whatsapp messages for new webhooks caught by zapier

Send whatsapp messages for new webhooks caught by zapier
  • Webhooks by Zapier logo
  • WhatsApp Notifications logo
Webhooks by Zapier + WhatsApp Notifications

Do more than just text with WhatsApp

WhatsApp isn't just a tool for staying in touch with your friends and family; it can be a powerful hub for your work, especially when you're on the go. By automating WhatsApp Notifications with Zapier, you can stay on top of everything that matters—from new leads to new appointments and more. 

Related reading:

  • Most notifications are useless: Use automation instead

  • How to automatically send reminders on a schedule

  • How to create custom notifications for critical business information

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'