Plateform

Before you start

• In SendApp: WhatsApp connected and a template approved by Meta.
• In Plateform: the Marketing → Automazioni (v.2) section. If you cannot find the Invia webhook action, ask supporto@plateform.app.

Plateform's menu names below are those of its Italian guides.

1. Paste the address into Plateform

1. On the Integrations page open the Plateform card, choose the AI account and press Create automation: a switched-off automation opens, with the Plateform event already chosen. You pick the template later.
2. Copy the address you find ready with Copy. It belongs to this automation only: keep it private, whoever has it can start it.
3. Go to Marketing → Automazioni (v.2) and create a new automation.
4. As the event choose Nuova prenotazione (new booking) or Cambio stato prenotazione (booking status change). Under Avanzate (advanced) you can narrow it, for example with Stato prenotazione (booking status).
5. Under Se il contatto è già nell'automazione (if the contact is already in the automation) choose Entrare di nuovo (enter again) and check Limitazione ingresso (entry limit): otherwise someone booking a second time may be left out.
6. Under Aggiungi azione (add action) choose Invia webhook, paste the address into Endpoint, then save and activate the automation in Plateform.

2. Run a test in Plateform

1. Leave the SendApp automation switched off: the call is saved as an example and no message goes out. The one in Plateform must be active.
2. Create a test booking in Plateform with your own number.
3. Then come back to the editor: the data appears by itself in a few seconds.

3. Check the data received

In the editor the fields received appear by themselves, with their values. If you do not see them, press Refresh.

Which fields to expect

Plateform publishes no official list: its guide only has one example image from 2024. What counts is what you see in your own test. The example shows, among others: mobile, mobilePrefix, mobileNumber, email, name, lastname, status, source, tags, lastReserve, reserveCovers, creation, note, flagMarketing. Plateform does not explain what they mean: check each value before using it in a message.

With «Recognise automatically», the contact's name comes from name; lastname stays available as received data.

Then finish the automation

1. Under Who the contact is, leave Recognise automatically or pick the phone field yourself: a WhatsApp template needs the full number with its international prefix, so check it in the test.
2. Select the Send WhatsApp template step, pick the template and, for each parameter, pick the field from the Data received group.
3. Save and switch the SendApp automation on, then repeat the test with your own number.

Good to know

• Promotional messages need the customer's consent: this connection is meant for booking-related messages.
• If you generate a new address, the old one stops working at once: paste the new one into Plateform.
• Plateform's menu names come from its Italian guides and may change.