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*Copy the userToken from your 1msg profile:
*Copy the userToken from your 1msg profile:


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*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.

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 managementIntegrationsMessengersWhatsApp1msg.
  • Then go to the 1msg website :

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  • Copy the userToken from your 1msg profile:

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

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  • 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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