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DoubleScale

WhatsApp

WhatsApp Automations

DoubleScale enables WhatsApp messaging inside automations to help you respond,
engage, and follow up with customers automatically.

Supported features:

  • Trigger: WhatsApp Received — fires when a contact messages your business number
  • Action: Send WhatsApp — sends a Meta-approved WhatsApp template message

WHATSAPP RECEIVED TRIGGER

This trigger starts an automation whenever a contact sends a WhatsApp message
to your connected business number.

SETUP

  1. Navigate to: DoubleScale → Automations → Create Automation
  2. Choose trigger: WhatsApp Received (Messaging group)
  3. (Optional) Add a Message Contains filter to react only to specific keywords

AVAILABLE FILTER

  • Message Contains
    Trigger only when the incoming message includes specific text
    (case-insensitive)

MERGE TAGS AVAILABLE AFTER TRIGGER
These tags can be used in actions that follow the trigger:

  • {{messaging:message_body}} → Incoming message text
  • {{messaging:from_number}} → Sender’s WhatsApp number
  • {{messaging:to_number}} → Your business WhatsApp number
  • {{messaging:has_media}} → Indicates if the message includes attachments

EXAMPLE — AUTO-REPLY TO KEYWORDS

Trigger: WhatsApp Received
Message Contains: HELP

Action: Send WhatsApp
Template: help_menu
Variable Mapping:
{{1}} → {{contact:first_name}}


SEND WHATSAPP ACTION

This action sends a pre-approved WhatsApp template message to a contact.

SETUP

  1. Add action: Send WhatsApp (Messaging group)
  2. Select a WhatsApp template synced from Meta
  3. Map template variables to contact data or static values

CONFIGURATION FIELDS

  • WhatsApp Template
    Select from Meta-approved templates synced into QuillCRM
  • Template Variables
    Map placeholders such as {{1}}, {{2}}, etc.

VARIABLE MAPPING EXAMPLES

Contact fields:
{{1}} → {{contact:first_name}}
{{2}} → {{contact:company}}

Static values:
{{1}} → Welcome
{{2}} → 24 hours

With defaults:
{{1}} → {{contact:first_name|default:there}}


COMMON AUTOMATION USE CASES

WELCOME NEW CONTACT
Trigger: Contact Subscribed
Action: Send WhatsApp
Template: welcome_message
{{1}} → {{contact:first_name}}

ORDER CONFIRMATION
Trigger: WooCommerce Order Created
Action: Send WhatsApp
Template: order_confirmation
{{1}} → {{contact:first_name}}
{{2}} → {{woocommerce:order_number}}

AUTO-REPLY (STATUS CHECK)
Trigger: WhatsApp Received
Message Contains: STATUS
Action: Send WhatsApp
Template: order_status_reply
{{1}} → {{contact:first_name}}


REQUIREMENTS

  • Contact must have a valid whatsapp_phone field
    Format: E.164 (example: +1234567890)
  • WhatsApp templates must be approved by Meta
  • Meta WhatsApp integration must be enabled:
    Settings → Integrations