What Triform can do with WhatsApp
Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.
Support Automation
- Answer common FAQs instantly.
- Route complex queries to human agents.
- Collect customer feedback.
Notifications
- Send shipping updates.
- Remind customers of appointments.
- Broadcast back-in-stock alerts.
Sales
- Qualify leads via chat.
- Send product catalogs.
- Process orders within chat.
What Triform can do with WhatsApp
Real-world examples of how teams use Triform + WhatsApp
Order Confirmation
- Detect new order.
- Format confirmation message.
- Send via WhatsApp Business API.
- Update order notes.
Support Triage
- Analyze message intent.
- If 'Refund', trigger refund flow.
- If 'Technical', route to Support Team.
- If 'Sales', route to Sales Rep.
Appointment Reminder
- Check calendar for appointments.
- Send WhatsApp reminder.
- Wait for confirmation reply.
- Update calendar status.
How Triform connects
Connect WhatsApp
Connect your WhatsApp Business API account (via Meta or BSP).
Configure Templates
Approve your message templates for outbound notifications.
Set Up Webhooks
Enable webhooks to receive incoming messages.
Who uses Triform with WhatsApp
For support and marketing teams.
Roles
Teams
Why Triform for WhatsApp?
Smart AI
Understand natural language, not just keywords.
Deep CRM Sync
Log every interaction back to Salesforce or HubSpot.
Rich Media
Send images, PDFs, and locations automatically.
FAQ
Do I need the Business API?
Yes, Triform connects via the WhatsApp Business API.
Can I broadcast messages?
Yes, subject to WhatsApp's template rules and limits.
Is it secure?
Yes, messages are encrypted and processed securely.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.