How to integrate WhatsApp messaging for real-time order status updates in Kladana

Kladana and WhatsApp: Enhancing customer experience
Kladana
·
2/1/2024
·
3 min. read

This tutorial explains how to configure an integration that sends a WhatsApp message to the customer when their order status changes to Packed in Kladana. You can customize the status or scenario as needed.

Make sure that both applications are connected to Albato before creating an automation.

How to connect Kladana.

How to connect WhatsApp.

How to create automation

Sign in to your Albato account. Go to the Automation section and click the Create new automation button.

Example.png

The first step is to set up a trigger.

Kl&Wt.png

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • Choose Kladana.
  • Choose the Order update event.
  • Specify you Kladana connection.

Kl&Wt (1).png

In the next step, the system will offer options to send data. We will upload each order only once, so we will choose Yes from the list.

Kl&Wt (2).png

If the counterparty's phone number is in the Kladana order card, you should skip this step. In most cases, this parameter is in the counterpart card, so the next step is to add an action - Counterparty search in Kladana:

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Choose Kladana.
  • Choose the Counterparty search event.
  • Specify you Kladana connection.

Kl&Wt (3).png

To customize the step, fill in only one counterparty ID field from the list of values provided in the Kladana - Order update step.

Kl&Wt (4).png

Now move on to the next step. To do this, select the + symbol and then select Action.

  • Choose WhatsApp Business API
  • Choose the Send a template message event.
  • Specify you WhatsApp Business API.

In the additional parameters choose the template created in WhatsApp Manager.

Kl&Wt (5).png

Fill in the fields in the Send a template message step.

In the Sender phone ID field, select the sender's phone number from the WhatsApp drop-down list.

In the Recipient's phone number field, fill in the Phone parameters from the Kladana: Counterparty search step.

In the Template variables field, specify which data from Kladana to pass to the message template (the number of fields depends on the number of variables in the template).

Click Save.

Kl&Wt (6).png

To transfer the list of products from an order, add the Rows gluing tool to the automation.

In this scenario, we only need to send a message to WhatsApp when the order status is Packed, so go back to the automation to set up Incoming data filtering.

Kl&Wt (7).png

Go to the Incoming filter settings:

  • Select the Value on which the filter will work. In this case it is Change order - status.
  • In the Condition field choose Equal.
  • In the second Value field paste the corresponding field. You can find order statuses and their IDs in the Kladana connection.

Kl&Wt (8).png

The filter configuration will look like this:

Kl&Wt (9).png

The automation has been created and is now ready to launch.

Kl&Wt (10).png

Kladana automatically transfers customer data to WhatsApp and sends a message to the customer.

If you have questions about setting up integrations, contact our technical support through the the live chat on our website.


Kladana
WhatsApp Business API

Related articles

Show more
Kladana and HubSpot: Seamless order transfer and customer creation
HubSpot
3 min. read

Kladana and HubSpot: Seamless order transfer and customer creation

In this tutorial, we will configure an integration that performs the following scenario: When a customer places an order in Kladana, it is automatically transferred to HubSpot and a customer and transaction are created

Kladana and ZohoBooks: Streamline order processing
Zoho Books
3 min. read

Kladana and ZohoBooks: Streamline order processing

This instruction explains how to configure an integration that automatically transfers an order from Kladana to Zoho Books.

WooCommerce and Kladana: Transferring order items
WooCommerce
5 min. read

WooCommerce and Kladana: Transferring order items

Automate processes and synchronize systems, create goods and transfer prices between systems, while also synchronizing order statuses and product positions.

Kladana: Cloud ERP automation
Kladana
1 min. read

Kladana: Cloud ERP automation

The integration of Kladana with Albato opens up the possibility of automating business processes and integrating with various apps, all without the need for coding.

Connect Zendesk with Popular Apps | Streamline Your Support Workflow with Albato
4 min. read

Connect Zendesk with Popular Apps | Streamline Your Support Workflow with Albato

Zendesk offers a comprehensive customer service solution, designed for ease of use and scalability. See how Albato can help you enhance the app’s usability!

How to use Claude Artifacts: 7 Ways with examples | Guide 2025
Claude AI
10 min. read

How to use Claude Artifacts: 7 Ways with examples | Guide 2025

Learn how to use Claude Artifacts with our detailed guide. Explore 7 best ways with real Artifact examples: web pages, prototypes, presentations and visualizations.

Connect Gumlet with Your Favorite Apps | Optimize Your Media Management with Albato
3 min. read

Connect Gumlet with Your Favorite Apps | Optimize Your Media Management with Albato

Gumlet is best way to stream ad-free videos on internet. It has powerful CMS to organise videos and hollywood grade DRM. See how Albato can help you enhance the app’s usability!

Connect Octopush with Albato | Elevate Your SMS Marketing Strategy
3 min. read

Connect Octopush with Albato | Elevate Your SMS Marketing Strategy

With Octopush, businesses are well equipped to propel their brand, promote their offers and services at scale. See how Albato can help you enhance the app’s usability!

Connect DocuSign with 800+ Apps | Simplify Document Management on Albato
3 min. read

Connect DocuSign with 800+ Apps | Simplify Document Management on Albato

DocuSign is a top electronic signature and digital transaction management platform, helping organizations manage contracts and agreements securely and efficiently. See how Albato can help you enhance the app’s usability!

Chili Piper Alternatives 2024: Top 6 Scheduling & Lead Management Tools
CalendarHero
4 min. read

Chili Piper Alternatives 2024: Top 6 Scheduling & Lead Management Tools

Discover the top 6 Chili Piper alternatives for scheduling and lead management. Compare features, pros & cons of Calendly, Dashly, Cal.com & more. Find the best fit for your business.

Customer Service Skills: Essential Guide to Handling Discount Requests
1 min. read

Customer Service Skills: Essential Guide to Handling Discount Requests

Learn essential customer service skills for handling different types of discount requests. Discover proven strategies for maintaining customer loyalty while protecting your business interests.

Passion.io Alternatives: 5 Better Options for Video Apps
2 min. read

Passion.io Alternatives: 5 Better Options for Video Apps

Looking for Passion.io alternatives? Explore 5 powerful platforms: Gurucan, Mighty Networks, Thinkific, Bettermode & FlutterFlow. Compare features, pricing & choose the best app builder for your needs.