Category: WhatsApp and messaging (“וואטסאפ והודעות”)
Connection: one for the whole organization, admins only
Connection: one for the whole organization, admins only
What it does in Lancer
- Send WhatsApp messages, payment links, reminders and files from your business number.
- Use templates approved in WhatsApp Manager outside the 24-hour window.
- Delivery and read receipts; incoming messages land in the client’s conversation, and an unknown number creates a new lead.
Connect
1
Open the integration
Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under WhatsApp and messaging (“וואטסאפ והודעות”), find WhatsApp Business Cloud API and click Connect (“חיבור”).
2
Get your credentials
In Meta for Developers, add the WhatsApp product to your app and create a System User in Business Settings with the two permissions above.
3
Fill in the card and save
Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4
Next
Pick an approved template for each purpose.
5
Finish
Click Test connection (“בדיקת חיבור”).
Only admins can view and change this connection.
What you need
string
From your Meta app → WhatsApp → API setup.
string
The WABA id.
string
A System User token with
whatsapp_business_messaging and whatsapp_business_management. Stored encrypted.string
Your Meta app’s secret, used to verify the signature of every webhook.
Webhook and notify URLs
The exact URL, with your organization’s token in place of<token>, is shown on the card in Lancer. Copy it from there.
Callback URL
messages field.
Vendor documentation
WhatsApp Business Cloud API documentation
The official docs, at developers.facebook.com.