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Meta’s official WhatsApp connection, with no middleman: your business number, approved templates, files, and delivery and read status.
Category: WhatsApp and messaging (“וואטסאפ והודעות”)
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

Shown after the first save, with a Verify token. In your Meta app: WhatsApp → Configuration → Webhook: paste both and subscribe to the messages field.

Vendor documentation

WhatsApp Business Cloud API documentation

The official docs, at developers.facebook.com.