Send WhatsApp Templates Automatically with Zapier, Make.com & Go High Level

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Introduction

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How This Works

1. Something happens in one of your tools (a form is submitted, a CRM deal moves, a tag is added)
2. Your automation platform (Zapier, Make.com, or GHL) detects that event and grabs the contact’s details
3. Your platform sends those details to Irelia — the contact’s name, phone number, and a few settings
4. Irelia receives the details, sends your approved WhatsApp template to the contact, and your AI agent takes over the conversation from there

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What You’ll Do

1. Find your template’s send panel — Locate the URL and fields Irelia needs (~2 minutes)
2. Test from Irelia — Send a test message to verify everything works (~2 minutes)
3. Understand the fields — Learn what each piece of information means (~3 minutes)
4. Build the automation — Connect your trigger to Irelia in your platform (~8 minutes)
5. Verify end-to-end — Confirm the full flow works together (~3 minutes)

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📋 What You’ll Need

• An Irelia.ai account with an active AI agent Required
• An approved WhatsApp template — follow this guide to create one if you haven’t yet Required
• Sufficient credits in your Irelia account (each template send costs 10 credits) Required
• A Zapier account (sign up here), a Make.com account (sign up here), or a Go High Level account — depending on which platform you use Required
• A trigger source (e.g., a form, a CRM, an ad platform) that will start the automation Required
• A phone number to test with (your own is perfect) Required

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🎯 Common Use Cases

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⚡ Quick Path (Experienced Users)

1. Irelia: Open your approved WhatsApp template → Click “Configure automation” → Copy the POST URL and note the body structure
2. Your platform: Create an automation with your desired trigger → Add an HTTP/webhook action → Method: POST → URL: paste Irelia’s endpoint → Body type: raw JSON (application/json)
3. Body:
   {
     "userName": "{{lead name from trigger}}",
     "userNumber": "{{phone number from trigger}}",
     "avoidDoubleTexting": false,
     "country": "IT",
     "templateParameters": ["{{dynamic value 1}}", "{{dynamic value 2}}"]
   }
   
4. Test: Run the automation → Verify WhatsApp message is received → Check the conversation appears in Irelia
5. Activate: Turn on the automation

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🔧 Step-by-Step Setup

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Step 1: Open Your Template and Access the API Panel

1. Log into your Irelia.ai dashboard
2. Go to the WhatsApp template (inside one of your agents) you want to automate
3. Click on the template to open its configuration popup
4. On the right side, under “Sending method”, you’ll see two options: “Configure automation” and “Configure form”
5. Click “Configure automation”

6. You’ll see the API panel. “API” just means “the connection point between apps” — in this case, between your automation platform and Irelia. The panel shows two things:
   • A URL at the top — your template’s unique address, where your automation platform will send contact details
   • Fields below it — the pieces of information Irelia needs to send a message (name, phone number, etc.)

7. Click the copy icon next to the URL at the top to copy it to your clipboard. Save it somewhere — you’ll need it in Step 4.

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Step 2: Send a Test Message from Irelia

1. In the API panel (from Step 1), type a contact name in the “userName” field (e.g., Test)
2. Type your own phone number (with country prefix) in the “userNumber” field (e.g., +393334622758)
3. Set “avoidDoubleTexting” using the toggle (we’ll explain this field in Step 3 — for now, leave it off)
4. Select the appropriate “country” from the dropdown
5. If your template has dynamic variables, type test values in the “templateParameters” field (e.g., Test value)
6. Click the “Test” button

7. Check your phone — you should receive the WhatsApp template message within a few seconds
8. Open Irelia’s conversation list — you should see the new conversation appear

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Step 3: Understand What You’re Sending to Irelia

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The fields Irelia needs

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avoidDoubleTexting

• Off (false) → The message is sent regardless of whether they’ve been contacted before.
• On (true) → If the contact already exists in your Irelia conversations, the message is skipped.

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country

• If userNumber is "3334622758" and country is "IT" → Irelia adds +39 automatically and sends to +393334622758 ✅
• If userNumber is "+393334622758" → the prefix is already there, so Irelia ignores the country field ✅

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templateParameters

• No variables in your template → skip this field entirely, or leave it empty: []
• One variable → ["John"]
• Multiple variables → ["John", "Premium Plan", "Friday at 3 PM"]

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What the data looks like for your automation platform

{
  "userName": "Marco",
  "userNumber": "+393334622758",
  "avoidDoubleTexting": false,
  "country": "IT",
  "templateParameters": ["value for variable 1", "value for variable 2"]
}

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Step 4: Build the Automation in Your Platform

• Zapier
• Make.com
• Go High Level

In Zapier, an automation is called a Zap. You’ll create a Zap with your chosen trigger and a Webhooks by Zapier action to send data to Irelia.

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Set up your trigger

1. Log into Zapier and click “Create” → “Zaps”
2. Click on the “Trigger” step
3. Search for and select the app that starts your automation (e.g., “Typeform”, “HubSpot”, “Google Sheets”, or whatever tool fires the event)
4. Choose the specific trigger event (e.g., “New Entry” for Typeform)
5. Connect your account and configure the trigger as prompted
6. Click “Test trigger” and confirm that sample data loads (you should see test fields like name, phone number, email, etc.)

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Add the action that sends data to Irelia

7. Click the plus (+) icon below your trigger to add an action step
8. Search for Webhooks by Zapier and select it
9. Click the “Event” dropdown and select “POST”

10. Click “Continue”

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Configure the request

11. In the “URL” field, paste the URL you copied in Step 1 (e.g., https://api.irelia.ai/send-message/1772216707789x385682060741759040)
12. From the “Payload Type” dropdown, select “Json” — this tells Zapier to send the data in the format Irelia expects.
13. In the “Data” section, you’ll create key-value pairs. Enter the field name on the left and the value on the right. Add the following rows:

Key (left side)	Value (right side)
userName	Map the name field from your trigger (click the plus (+) icon and select the name field)
userNumber	Map the phone number field from your trigger
avoidDoubleTexting	false
country	IT (or your default country code)
templateParameters	["mapped value 1", "mapped value 2"] — map dynamic values from your trigger inside the quotes. Skip this row if your template has no variables.

Tip: For templateParameters, type the brackets and quotes literally — [", "] — and use Zapier’s field mapper to insert dynamic values from your trigger between the quotes. For example: ["John", "Premium Plan"]. If your template has no variables, skip the templateParameters row entirely.

14. Click “Continue”
15. Click “Test step” — Zapier will send the data to Irelia

What just happened: Zapier sent the test data to Irelia. If successful, you should receive a WhatsApp message on the test phone number. Check your phone and check Irelia’s conversation list to confirm.

16. If the test succeeds, click “Publish” to activate your Zap

Your Zapier automation is live! Every time your trigger fires, Irelia will send the WhatsApp template automatically.

In Make.com, an automation is called a Scenario. You’ll build a Scenario with your trigger Module and an HTTP Module to send data to Irelia.

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Set up your trigger

1. Log into Make.com and click “Create a new scenario”
2. Click the large plus (+) icon in the center of the canvas to add your first Module
3. Search for and select the app that starts your automation (e.g., “Typeform”, “Google Forms”, “HubSpot”, etc.)
4. Choose the trigger event (e.g., “Watch Responses”)
5. Connect your account and configure the trigger as prompted
6. Click “OK” to save the Module, then click “Run once” to pull in sample data

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Add the action that sends data to Irelia

7. Click the small plus (+) icon on the right side of your trigger Module
8. Search for HTTP and select the “HTTP” app
9. Select the “Make a request” action

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Configure the request

10. In the “URL” field, paste the URL you copied in Step 1 (e.g., https://api.irelia.ai/send-message/1772216707789x385682060741759040)
11. Set “Method” to “POST”
12. Select “Raw” as the body type and choose “JSON (application/json)” as the content type
13. In the “Request content” field, paste the following JSON structure:
    {
      "userName": "",
      "userNumber": "",
      "avoidDoubleTexting": false,
      "country": "IT",
      "templateParameters": [""]
    }
    
14. Place your cursor inside the empty quotes for "userName" and click the variable from your trigger Module (the contact’s name will appear in the mapping panel on the left)
15. Do the same for "userNumber" — map the phone number field from your trigger
16. For "templateParameters", map each dynamic value inside the quotes, separated by commas (e.g., ["mapped value 1", "mapped value 2"])
17. Set “Parse response” to “Yes” — this lets Make.com read Irelia’s response for debugging

Tip: Double-check your quotation marks, brackets, and commas. Invalid JSON is the #1 cause of failed requests. If you’re unsure, paste your JSON into jsonlint.com to validate it before saving.

18. Click “OK” to save the Module
19. Click “Run once” to test the full Scenario

What just happened: Make.com fired your trigger, grabbed the sample data, and sent a request to Irelia. If successful, the HTTP Module will show a green checkmark and a 200 status code. Check your phone for the WhatsApp message.

20. If the test succeeds, click the “Scheduling” toggle at the bottom-left to activate your Scenario

Your Make.com Scenario is live!

In Go High Level (GHL), automations are called Workflows. You’ll use the Custom Webhook action to send contact details to Irelia.

Note: The Custom Webhook action is an LC Premium Action — make sure Premium Actions & Triggers are enabled in your agency settings.

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Set up your trigger

1. Log into your GHL account
2. Go to “Automation” → “Workflows” and open the Workflow where you want to add Irelia, or create a new one
3. Add a trigger that matches your use case (e.g., “Form Submitted”, “Pipeline Stage Changed”, “Tag Added”, “Appointment Booked”, etc.)
4. Configure the trigger as needed

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Add the action that sends data to Irelia

5. Click the plus (+) icon below your trigger to add an action
6. Click ”+ Add action” → “Send Data” → “Custom Webhook”

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Configure the webhook

7. Give the action a descriptive name (e.g., Send Irelia WhatsApp Template)
8. In the “URL” field, paste the URL you copied in Step 1
9. For the “Event” setting, select “CUSTOM” — this gives you full control over the request format
10. Set “Method” to “POST”
11. Set “Content-Type” to application/json
12. In the “Raw Body” editor, paste the following JSON structure:
    {
      "userName": "X",
      "userNumber": "X",
      "avoidDoubleTexting": false,
      "country": "IT",
      "templateParameters": ["X"]
    }
    
13. To insert dynamic contact fields, place your cursor where the value should go and use GHL’s merge field selector (the X autocomplete). Use the field selector to insert data from the contact record, such as name, email, or phone.

14. Click “Save Action”

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Test the Workflow

15. Use “Test Workflow” (draft mode) with a sample record to trigger the action
16. Select a test contact (make sure they have a valid phone number)
17. Click “Run Test”
18. Check Execution Logs / run history to confirm the action fired. A 200 status means success.
19. Check your phone for the WhatsApp message
20. If the test succeeds, click the “Publish” toggle to set your Workflow live

Your GHL Workflow is live!

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Step 5: Verify the Full Automation

1. Trigger a real event (or a realistic test): submit your form, move a CRM contact, or perform whatever action starts your automation
2. Wait 10–30 seconds
3. Check the following:
   • Your phone received the WhatsApp template message
   • The conversation appears in Irelia’s conversation list
   • The AI agent responded correctly when you replied to the message
   • Your automation platform shows a successful run in its history/logs

• Name your automation clearly — give your Zap/Scenario/Workflow a descriptive name like "Typeform Leads → Irelia WhatsApp Follow-Up" so you can find it later
• Review avoidDoubleTexting — if you need to prevent re-contacting leads already in Irelia, switch to true (see the avoidDoubleTexting explanation in Step 3 for guidance)
• Check country accuracy — if your leads come from multiple countries, make sure the country value covers the majority, or ensure your trigger passes phone numbers with the full prefix
• Verify templateParameters mapping — if your template says “Hi X, thanks for your interest in X”, make sure the first value is the contact’s name and the second is the product/service name

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🎉 Congratulations! You did it!

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What’s Next?

1. 🎯 Want to automate another template? Repeat this guide with a different WhatsApp template — each has its own unique URL
2. ➕ Want multiple triggers for the same template? Create additional automations in your platform — they can all point to the same Irelia URL
3. 🔄 Want to combine methods? You can use automation, Irelia Forms, AND Meta Instant Forms simultaneously — they all work independently
4. 📊 Want to enrich the data? Add intermediate steps in your automation (e.g., look up the contact in your CRM, add tags, log to a spreadsheet) before sending to Irelia

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✅ Quick Checklist

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🛠️ Troubleshooting & FAQs