Can we do WhatsApp integration for automated reminders and invoice sharing in Swipe?

[Jagadish.S]

Currently, we are not supporting WhatsApp integration. However, you can send reminders and share your invoices automatically through WhatsApp with Swipe.

Please check the below link to know how to enable the option to send auto reminders to your customer through WhatsApp.

How to setup the Auto Reminders on Web?

To setup the Auto Reminders on Web, follow the below mentioned steps: Step 1: Go to Settings [image] Step 2: Click on Auto Reminders > > Click on Add Reminder > > Enter the Reminder name > > Select the reminder start date > > Select the repeat option > > Enable send WhatsApp and send Email option > > Click on Save and Update. [image]

Check the steps from below to know how to send invoices automatically through WhatsApp just after the creation of the invoice.

How to send invoice automatically on Whatsapp

To send invoices automatically on WhatsApp the moment they are created, follow the below mentioned steps. Step 1: Go to Settings >> Preferences >> Enable the toggle for Send Invoices Automatically [image] Step 2: Select WhatsApp >> Click on Save & Update [image]