Managing Messaging for Workflow

To streamline your communication, you can configure WhatsApp notifications for specific workflows within OrderEazi. Follow these steps to set up WhatsApp messaging for your workflow actions:

1. Go to Settings

   • In OrderEazi, navigate to the Settings tab from the top menu.

2. Access Workflow Manager

   • Click on Workflow Manager to manage the workflows in your system.

3. Select a Workflow

   • Choose the workflow that you want to configure WhatsApp notifications for from the list of available workflows.

4. Edit a Step or Action

   • Open the specific step or action within the workflow where you want to add WhatsApp messaging.

5. Go to the Messaging Tab

   • Once inside the step or action, switch to the Messaging tab.

   • Here, you will find the section to configure WhatsApp messages.

6. Configure the WhatsApp Template

   • In the Messaging tab, you will see where to set up your WhatsApp message template.

   • Choose the appropriate template and ensure the variables match your workflow requirements.

7. Save and Automate

   • After configuring your WhatsApp message, click Save to apply the changes.

   • Your workflow will now automatically trigger WhatsApp messages for new projects based on the defined steps or actions.