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Tutorial

Integration - Custom

The Custom Integration allows you to send WhatsApp Notifications + Follow Up from any platform or form that supports webhooks.

Examples of supported platforms:

  • Elementor Form
  • Fluent Form
  • Formidable Form
  • WP Form
  • Google Form

Step 1: Go to Integrations > Custom

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Step 2. Create New List Site

Click “Add New Site” 

  • Set Status to: ✅ Active
  • Upload your Website Logo
  • Enter your Website Name
  • Enter your Website Link
  • Enter your Website Currency 

Step 3: Select WhatsApp Senders & Copy Webhook URL

  • Select at least one WhatsApp number

  • Copy the Webhook URL provided

Step 4: Click “Re-Capture Response”

  • After copying the Webhook URL, click the Re-Capture Response button

  • This enables the system to receive and recognize variables

Step 5: Paste Webhook URL

  • Go to your form/web platform (e.g. Elementor, WP Form)
  • Paste the Webhook URL into the webhook or integration field

Step 6: Submit the Form

  • Fill in and submit the form to trigger the webhook
  • Make sure your form includes a phone field

Step 7: Enter Customer Phone Variable

  • Wait for the response to appear in Click4Wasap
  • Identify the phone number variable (e.g., [phone])
  • Paste it into the Customer Phone Variable field

Step 8: Order Status Option (Optional)

If you want to use a custom order status:

  • Paste the variable from webhook (e.g., [status])
  • Enable the Order Status Option
  • Add a label and custom color if desired

✅ Click SAVE when done

Step 9: Create Template

Go to: Integrations > OrderSini > List Template > Add New Template 

Fields to Fill:

    • Template Name
      ➤ Enter a name for the template (e.g., Template Custom, Pending Payment)

    • Website Name
      ➤ Select the connected Custom Site from the dropdown (e.g., Custom Website)

    • Status
      ➤ Choose Enable to activate the template

    • Sent to
      ➤ Choose the message recipient: Customer or Seller

    • Customer Phone Variable
      ➤ Insert the correct phone variable (e.g., [phone])
      This should match the field captured during Re-Capture Response

    • Default Country Options
      ➤ Select one or more country codes (e.g., Malaysia +60, Singapore +65)
      This helps validate and match numbers if the customer number is incomplete or missing the country code

    • Order Status
      ➤ Set a custom status that triggers the template (e.g., Pending, Follow-Up Needed)
      (Optional – only if you’re using the Order Status Option from the previous steps)

    • Filter Options (Optional)
      ➤ Enable this only if you want to add conditions such as product, amount, or region

You can insert variable at Text & Media Caption.

⚙️ Template Send Settings

🕘 Runs

  • Multiple Times – The template will be sent every time the selected status is triggered.

  • Once – The template will be sent only one time.

⏱️ Time Send

  • Instant – The message will be sent immediately when the condition is met.

  • Custom (Follow Up) – The message will be sent after a custom delay (e.g., 1 hour later).

🔄 Recheck Order Status

  • No – The message will be sent after the delay without checking if the status has changed.

  • Yes – Before sending, the system will recheck the order status. If it has changed, the message will not be sent.

Filter Option

If you want to send a message only when specific conditions are met, enable the Filter Options.

Case-Sensitive Filter (Aa Checkbox)

You will see an Aa column with a checkbox next to each filter condition.

✅ What It Does:

  • Tick the checkbox to enable case-sensitive matching
    → This means Selangorselangor

  • Leave it unticked for case-insensitive matching
    → This means Selangor = selangor = SELANGOR

Custom Filter Label

The Custom Filter Label allows you to define a specific variable from your WooCommerce Incoming Data that will appear as a filter option when creating templates. 

Check Variables in Incoming List
→ Go to List Incoming
→ Click View on an order
→ Copy any valid variable (refer step 9)

Paste the full variable name (including brackets) into the Custom Filter Label field in the List Site setup. 

This variable will:

    • Be used to label and group your incoming data

    • Show up in filters or templates if referenced properly

Step 10: List Incoming

Go to List Incoming for the selected site

⚠️ Make sure your WhatsApp account is connected

  • 🟢 Green – Connected ✔️
  • 🔴 Red – Disconnected ❌

Messages won’t be sent if it’s disconnected

Click View Variables to see the available fields from the form submission 

Step 11: List Outgoing

📥 Incoming & Outgoing Data

After placing a dummy order, if your setup is correct:

  • You will see data in both List Incoming and List Outgoing

    (Only if you’ve set up a valid List Template) 

Example JSON Response

What This Means:

The system could not send the message because:

  • The phone number field is empty, or
  • The number is in an invalid format (e.g., missing country code or incorrect variable)

✅ How to Fix:

  • Make sure the correct phone variable (e.g. [phone]) is used in your template
  • Ensure the number includes a country code (e.g., 60123456789)
  • Double-check the form captures phone input properly
  • Use Default Country Options to help validate numbers