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. In SendApp: create the automation and copy the address

1. Open Automations → New automation → Blank sheet.
2. Under What starts the automation, choose Call from another system.
3. Give it a name and press Save automation: even switched off it gets its address, and you pick the template later.
4. Under Address to call, press Copy. Keep it private: whoever has it can start the automation.

2. In Plateform: paste the address

1. Go to Marketing → Automazioni (v.2) and create a new automation.
2. 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).
3. 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.
4. Under Aggiungi azione (add action) choose Invia webhook, paste the address into Endpoint and save.

3. Run a test and look at the real fields

1. Leave the SendApp automation switched off: the call is saved as an example and no message goes out.
2. In Plateform, create a test booking with your own number.
3. In SendApp, reopen the automation, select Trigger and press Refresh next to Last call received: you see the fields received with their values.

If nothing appears, check the pasted address and the automation in Plateform.

4. Choose the contact and add the template

1. Under Who the contact is, leave Recognise automatically or pick the phone field yourself: it must hold the full number with its international prefix, so check it in the test.
2. With Trigger already opened, 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 automation on, then repeat the test with your own number.

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.

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.