Pipefy Whatsapp Automation
Send real-time WhatsApp confirmations the moment a request is approved. Guide customers to their next step and smoothly drive every process to completion.
Why This Workflow Matters
This workflow makes it easy to keep customers and internal stakeholders informed the moment a request is approved. Instead of manually sending emails or messages, your team can rely on automatic WhatsApp updates that people actually read.
By confirming approvals instantly and adding clear next-step guidance, you reduce back-and-forth questions, speed up decision-making, and move every request smoothly toward completion. It’s a simple way to improve the experience while saving time for your team.
How The Automation Works
-Trigger: Approval completed
When a request in Pipefy moves to the “approved” status, this event triggers the automation in ActiveCampaign.
-ActiveCampaign Actions: Webhook
ActiveCampaign sends a webhook to the D7 WhatsApp API. This is just a secure way of telling WhatsApp, “Send this specific message to this person now.”
-WhatsApp Message Sent: “Your request {{id}} has been approved.”**
The contact instantly receives a WhatsApp message confirming that their specific request (using the request ID) has been approved.
-Follow-Up Steps: Next-step instructions
You can then guide the customer on what to do next for example, submit documents, schedule a call, complete a payment, or access their approved service.
-Goal / KPI: Process completion
The main objective is to move the customer from “approved” to “fully completed” as quickly and smoothly as possible, with fewer delays or missed messages.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A request in Pipefy reaches the “Approval completed” stage. | Ensures only fully approved requests trigger communication. |
| 2 | ActiveCampaign detects the approval event. | Connects your approval process to your messaging automation. |
| 3 | A webhook is sent from ActiveCampaign to the D7 WhatsApp API. | Securely passes the approval data so the right message goes to the right person. |
| 4 | WhatsApp sends: “Your request {{id}} has been approved.” | Confirms the exact approved request, building clarity and trust. |
| 5 | The customer instantly sees the approval on their phone. | WhatsApp has high open rates, so updates are rarely missed. |
| 6 | You provide next-step instructions in follow-up communication. | Guides the customer on what to do after approval, reducing confusion. |
| 7 | The customer completes the required next steps. | Moves them efficiently toward full process completion. |
| 8 | The process reaches the “completed” stage, improving your KPI. | Helps you track and increase overall process completion rates. |
Whatsapp Message Variations
Original:
“Your request {{id}} has been approved.”
Improved, template-friendly versions:
- “Good news! Your request {{id}} has been approved. Please follow the next steps to continue your process.”
- “Your request {{id}} is approved. You can now proceed with the next steps to complete your process.”
- “Request {{id}} has been successfully approved. Check your instructions to move forward and complete the process.”
Who This Workflow is For
This workflow is ideal for:
- Service businesses managing applications or requests
Agencies, consulting firms, and professional services that approve project requests, service intakes, or onboarding forms.
- Financial and lending teams
Banks, microfinance, and credit providers that approve loan, credit, or financing requests and need to notify customers instantly.
- Education and training providers
Schools, academies, and course providers managing enrollment approvals or scholarship applications.
- Operations and internal request management
HR, IT, and facilities teams handling internal approvals such as access requests, equipment requests, or internal projects.
- Any company using Pipefy for approvals
Any organization that wants to turn Pipefy approvals into immediate, clear WhatsApp confirmations and drive faster process completion.
Integrate Now
Automate Pipefy approval alerts with WhatsApp via ActiveCampaign. Keep customers informed in real time, guide next steps, and drive full process completion.