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(Created page with "{{#seo: |title=1msg |titlemode=append |keywords=planfix, Chat API, inegrations, WhatsApp, 1msg |description=1msg }} [https://1msg.io/ 1msg]- is a tool for managing and automating WhatsApp for your business.Follow these simple steps to set up the integration between Planfix and 1msg. Before you start, sign up for for a [https://1msg.io/ 1msg] account, add a new project, and activate the communication channel. == Setup process == *In Planfix Navigate to '''Account mana...") |
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[https://1msg.io/ 1msg]- is a tool for managing and automating [[WhatsApp]] for your business.Follow these simple steps to set up the integration between Planfix and 1msg. | [https://1msg.io/ 1msg] - is a tool for managing and automating [[WhatsApp]] for your business.Follow these simple steps to set up the integration between Planfix and 1msg. | ||
Before you start, sign up for for a [https://1msg.io/ 1msg] account, add a new project, and activate the communication channel. | Before you start, sign up for for a [https://1msg.io/ 1msg] account, add a new project, and activate the communication channel. | ||
== Setup process == | == Setup process == | ||
*In Planfix Navigate to '''Account management''' → '''Integrations''' → '''Messengers''' → '''WhatsApp''' → '''1msg'''. | *In Planfix Navigate to '''Account management''' → '''Integrations''' → '''Messengers''' → '''WhatsApp''' → '''1msg'''. | ||
*Then go to the 1msg website : | *Then go to the 1msg website : | ||
https://s.pfx.so/pf/yG/7k9iaB.jpg | |||
*Copy the userToken from your 1msg profile: | *Copy the userToken from your 1msg profile: | ||
https://s.pfx.so/pf/iU/vLxSe3.jpg | |||
*Go back to Planfix, paste the copied userToken into the field "API user token" (1), and click on "Update" to get the list of added WhatsApp accounts from your 1msg dashboard. | *Go back to Planfix, paste the copied userToken into the field "API user token" (1), and click on "Update" to get the list of added WhatsApp accounts from your 1msg dashboard. | ||
*Click on the added account (2) and configure it by setting templates for creating new tasks and contacts and adding additional assignees if necessary: | *Click on the added account (2) and configure it by setting templates for creating new tasks and contacts and adding additional assignees if necessary: | ||
https://s.pfx.so/pf/va/hd3o1y.jpg | |||
*Don’t forget to save the integration settings by clicking the Save button. | *Don’t forget to save the integration settings by clicking the Save button. | ||
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*[[WhatsApp]] | *[[WhatsApp]] | ||
*[[Integrations]] | *[[Integrations]] | ||
*[[ | *[[Feature Description]] | ||
Latest revision as of 10:28, 29 July 2024
1msg - is a tool for managing and automating WhatsApp for your business.Follow these simple steps to set up the integration between Planfix and 1msg. Before you start, sign up for for a 1msg account, add a new project, and activate the communication channel.
Setup process
- In Planfix Navigate to Account management → Integrations → Messengers → WhatsApp → 1msg.
- Then go to the 1msg website :
- Copy the userToken from your 1msg profile:
- Go back to Planfix, paste the copied userToken into the field "API user token" (1), and click on "Update" to get the list of added WhatsApp accounts from your 1msg dashboard.
- Click on the added account (2) and configure it by setting templates for creating new tasks and contacts and adding additional assignees if necessary:
- Don’t forget to save the integration settings by clicking the Save button.
From this point on, all new WhatsApp messages will appear in Planfix, with a separate task created for each chat.
WhatsApp Integration Supports
- Sending and receiving files.
- Receiving locations and contacts.