WhatsApp & SMS Business Messaging for ERPNext
Connect ERPNext to the official Meta WhatsApp Business Cloud API and an approved SMS channel. Incoming enquiries can create or update leads, while outbound messages remain connected to the customer, property, transaction, template, and delivery result.
Messaging capabilities
- Official WhatsApp Business Cloud API integration
- Inbound message capture with lead creation and duplicate prevention
- Approved template messages with variable mapping
- Property details, brochures, reminders, receipts, and status notifications
- Conversation history linked to business records
- Assignment and user notifications for inbound enquiries
- Opt-in, opt-out, and consent management
- Delivery and read states when provided by the channel
- SMS delivery through the configured provider
- Queued sends and secret-redacted operational logs
Production checklist
- Verify the business, phone number, webhook, and approved templates.
- Configure secrets through the site environment, never inside a document or template.
- Map inbound identities and choose the duplicate-handling policy.
- Test opt-in, opt-out, inbound, outbound, failure, and retry paths.
- Confirm queued sends do not block ERPNext document submission.
- Monitor delivery failures, template rejections, and expired access credentials.
Consent and cost
Message only contacts with an appropriate consent basis. WhatsApp conversation charges and SMS credits are billed by their respective providers.