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Hello Odoo Community,

I hope this email finds you well. I am currently working on setting up Automated Actions in Odoo to send WhatsApp messages when a lead reaches a specific step in our CRM pipeline.


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Ignorer
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If you are in odoo v18 , you can press on the "gear" icon of the stage you would like to send Whatsapp to access the setting, and choose automation

Create a new automation then "add action" then choose WhatsApp 


In odoo v17, you can do the same using odoo studio or "server actions"

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Ignorer
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Make sure you have installed the WhatsApp support module in Odoo. You can search for the appropriate module on Odoo Apps.    

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Ignorer
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Thank you, it worked.

Regards,

Adam Stein,

https://troubleshoot.dev

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Ignorer
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hi Daniel,

Thanks for above answer

i have tried in v17; server action & studio but send whatsapp cant configured.


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Ignorer