WhatsApp Cloud API Configuration for Taskify

Overview

Taskify supports integration with the WhatsApp Cloud API, enabling you to send real-time notifications directly to WhatsApp. Unlike project/task notifications (which remain in Taskify), WhatsApp is ideal for external communication with clients or for critical alerts that require quick responses.

By configuring the WhatsApp Cloud API, you can automate communication such as task assignments, reminders, project updates, and client messages.

Prerequisites

Before you begin, ensure you have:

• A verified Facebook Developer account.

• A registered WhatsApp Business Account (WABA).

• Access Token (temporary or permanent).

• Phone Number ID linked to your WhatsApp Business Account.

• At least one approved message template in WhatsApp.

⚠️ Note: WhatsApp requires business verification for production use. Test mode works with temporary tokens.

Step 1: Access Facebook Developer Dashboard

1. Go to Facebook for Developers.

2. Log in with your developer account.

3. Navigate to My Apps → Create App.

4. Select Business as the app type.

5. Name your app (e.g., “Taskify WhatsApp Integration”) and click Create App.
   
   

Step 2: Add WhatsApp to Your App

1. From the left sidebar, click Add Product.

2. Select WhatsApp and click Set Up.

3. Connect your WhatsApp Business Account.

4. Facebook may require you to complete business verification at this step.
   
   

Step 3: Get Access Token and Phone Number ID

1. In the WhatsApp → Getting Started section, copy the following:

   • Temporary Access Token (valid for 24 hours).

   • Phone Number ID (linked to your WABA).

2. To create a Permanent Access Token:

   • Go to Business Settings → Users → System Users.

   • Create a new System User with the Admin role.

   • Assign the WhatsApp Business Account with whatsapp_business_messaging and business_management permissions.

   • Click Generate Token → select “Never Expire”.

   • Copy and store this token securely.

💡 Alternative: Use the Graph API to exchange short-lived tokens for long-lived ones.

Step 4: Configure WhatsApp in Taskify

1. Log in to your Taskify Admin Panel.

2. Navigate to:
   Settings → Messaging & Integrations → WhatsApp.

3. Enter the following:

   • Phone Number ID

   • Permanent Access Token

4. Click Save Configuration.
   
   

Step 5: Test the Integration

1. From the WhatsApp settings page, click Send Test Message.

2. Enter a valid WhatsApp number (including country code).

3. If successful, you will receive a WhatsApp message from your configured number.

Best Practices

• Always use a Permanent Access Token for production.

• Store credentials in .env file for security.

• Use approved message templates only (random messages may be blocked).

• Keep tokens secure and private.