Automations and Connections — WALoops Questions and Answers
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Automations and Connections

32 questions — direct answers, no fluff.

How do I set a delay before an automation fires in WALoops?

In the automation builder, find the Schedule section and select "Delay". Enter a number and choose Minutes, Hours, or Days. The minimum accepted value is 1. The automation waits that long after the trigger event arrives before executing the action.

How do I test an automation manually in WALoops?

Open the automation builder after saving the automation. The Manual test panel in the right sidebar becomes available once saved. Enter a phone number, provide a JSON sample payload, and click "Run test". Before saving, the panel shows "Save the automation first, then manual test will become available."

What sample payload does WALoops use for a manual test?

The sample payload is pre-filled from the automation's last real run if one exists, labeled "from this automation's last run". If no real run exists yet, it uses a generic event example labeled "generic example for this event". You can reset it with the "Reset payload" button.

What do I do if my WhatsApp template is not approved in WALoops?

A warning appears in the builder: "This template is [status] on WhatsApp, messages won't send until it's approved." On the Automation Runs page a banner also warns about this. If the template is rejected, the banner says to edit the automation and pick a different approved template.

What Shopify actions can an automation perform in WALoops?

When the action app is Shopify, the available actions are: Cancel order, Add tag(s), Remove tag(s), Add order note, Close order, Reopen order, and Mark as paid. Cancel order requires a cancellation reason. Add and Remove tags accept comma-separated values. Close, Reopen, and Mark as paid need no extra configuration.

How do I set up an outbound webhook action in a WALoops automation?

Choose Webhook as the action app in the builder. Configure a URL, HTTP method (GET, POST, PUT, PATCH, or DELETE), data type (JSON or Form URL-encoded), and auth type (None, Basic Auth, Bearer Token, or API Key header). For GET requests, mapped fields are sent as query parameters instead of a request body.

How do I start a Bot Flow from a Shopify automation in WALoops?

In the automation builder, choose Bot Flow as the action app and select one active Bot Flow from the dropdown. The flow starts for the trigger's phone number instead of sending a template. If no active flows exist, a message directs you to create one on the Bot Flows page first.

Can a WALoops automation apply a tag to a customer?

Yes, in two ways. The action app can be Tags, where you choose Apply tag or Remove tag and select a tag from the catalog. You can also add it as a secondary effect in the "Also do this" section alongside any main action. Tags must exist before they can be selected.

Can a WALoops automation create a lead automatically?

Yes. Choose Leads as the action app, enter a lead source text, and optionally add an estimated value. The automation always creates a new lead row even for a repeat customer. You can also add lead creation as a secondary effect in the "Also do this" section of any automation.

What is the "Also do this" section in the WALoops automation builder?

It lets you add optional secondary effects alongside the main action. The options are: Apply a tag to the customer, Create a lead, and Close the customer's open lead. Closing a lead offers two status choices: Mark as Converted or Mark as Lost. It only closes an existing lead and does not create a new one.

Can I retry a failed automation run in WALoops?

Yes. Each run on the Automation Runs page can be retried. If the run already succeeded, a warning appears: "This run already sent successfully, resending will deliver another message to the customer. Continue?" The same retry option is also available from the Automations History page.

What is the Quick start section in the WALoops automation builder?

Quick start shows pre-built recipe cards for your connected apps so common automations can be set up without filling in every field manually. It only shows recipes that are marked featured and whose action app is connected. Already-connected recipes are hidden. There are also multi-step Flows that create several automations at once.

What is a Flow in WALoops Quick start?

A Flow in Quick start creates multiple connected automations in one go. Each Flow card shows how many steps it contains. It is different from a Bot Flow; it is a shortcut in the automation builder that sets up a series of related automations simultaneously.

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