Actions7
Contact Onboarding
AI-generatedSummary
Send a welcome WhatsApp template message to each contact's phone number from the input data, optionally adding a specified welcome tag to the contact after sending.
Inputs
- Contact Phone Field — Dot-path to the phone number in the input item JSON, e.g., "contact.phoneNumber"; used to determine the recipient phone number.
- Contact ID Field — Dot-path to the contact ID in the input item JSON; used to add the welcome tag to the contact.
- Welcome Tag — Tag to add to the contact after sending the welcome message; leave empty to skip tagging.
- From Phone Number (required) — Your WhatsApp Business phone number registered with YCloud, used as the sender.
- Template Name (required) — Name of the approved WhatsApp template to send as the welcome message.
- Template Language (required) — Language code for the template, e.g., "pt_BR" or "en_US".
- Template Body Variables (JSON) — JSON array of strings for template variables, e.g., ["John", "Premium"].
- Options — Additional onboarding options: filter unsubscribed contacts (default true) and a header media URL or ID to include in the template message.
Output shape
a single list of success results with one output branch
Each output item contains the sent message details, optionally updated contact info with the new tag, and the phone number. On errors, an error message is included. The operation sends messages for each input item independently, continuing on errors if configured.
Examples
Example 1: Send a welcome message using a template to all contacts, specifying their phone number from the input JSON path "contact.phoneNumber", and add the tag "onboarded" to newly onboarded contacts after sending.
Set 'Contact Phone Field' to 'contact.phoneNumber', 'Contact ID Field' to 'contact.id', 'Welcome Tag' to 'onboarded', enter your WhatsApp Business number as 'From Phone Number', choose the template name and language, and optionally add variables and header media URL.