1msg: Difference between revisions

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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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*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/zS/AlWGdT.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/z7/EEWaA0.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.

Revision as of 09:40, 26 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 managementIntegrationsMessengersWhatsApp1msg.
  • Then go to the 1msg website :

7k9iaB.jpg

  • Copy the userToken from your 1msg profile:

AlWGdT.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.
  • Click on the added account (2) and configure it by setting templates for creating new tasks and contacts and adding additional assignees if necessary:

EEWaA0.jpg

  • 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.


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