Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
About this connection
How the two tools fit together
Everest Forms: Drag and Drop contact form builder to easily create simple to complex forms for any purpose. Lightweight, Beautiful design, responsive and more.
WhatsApp: Connect a sending Phone Number ID and manually supplied access token directly to Meta's Cloud API.
What information can you send?
First choose the Everest Forms form. Noptin then shows the answers that form collects, so you can send the right ones to WhatsApp.
Start here
Set up Everest Forms and WhatsApp with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Everest Forms and WhatsApp from Noptin → Extensions. How to activate your license.
- Install and set up Everest Forms on your WordPress site. Connect WhatsApp in Noptin using the account or server details requested in its settings.
See how to install a premium extension.
Put it together
Set up the automation in WordPress
- Select the Everest Forms form whose submissions should start the automation.
- Choose an action from WhatsApp in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
When a specific Everest Forms form is submitted.
Send an approved WhatsApp template with personalized parameters to a recipient phone number.