Step 2: Connect Google Sheets

Configure the Sheets nodes that read and write WhatsApp message data and reply status.

1. In Retrieve Ready Replies, set Document ID to [YOUR_ID] and Sheet Name to WA-messages.
2. In Retrieve Ready Replies, add a filter where Lookup Column is Status and Lookup Value is Ready.
3. In Log User Message, set Operation to append and map fields: UserName to {{ $json.contacts[0].profile.name }}, UserPhone to {{ $json.messages[0].from }}, UserMessage to {{ $json.messages[0].text.body }}, and Status to New.
4. In Modify Reply Status, set Operation to update, set Status to Replied, and map row_number to {{ $('Iterate Reply Batch').item.json.row_number }}.
5. Credential Required: Connect your googleSheetsOAuth2Api credentials in Retrieve Ready Replies, Log User Message, and Modify Reply Status.

Step 3: Set Up Processing and Validation

Configure the logic nodes that validate inbound messages, consent, and batch processing.

1. In Validate Incoming Message, set the condition to check that leftValue exists at {{ $json.messages[0] }}.
2. In Check WA Consent, set the filter to require leftValue {{ $json["I consent to receive WhatsApp notifications regarding my appointments"] }} equals Yes.
3. In Iterate Reply Batch, keep default batching options and ensure it connects from Retrieve Ready Replies and to Send User Reply on the second output.
4. In Brief Delay, set Amount to 1 to throttle reply cycles before returning to Iterate Reply Batch.

Step 4: Configure Output/Action Nodes

Set up WhatsApp sending actions and ensure the flow correctly routes to updates and logging.

1. In Dispatch Template Notice, set Template to test_appointment_button|en_US and Phone Number ID to =[YOUR_ID].
2. In Dispatch Template Notice, set Recipient Phone Number to {{ $json["Your mobile number"] }} and keep body parameters using expressions like {{ $json["Your name"] }} and {{ DateTime.fromFormat($json["Please pick a day and time of your appointment"], "M/d/yyyy HH:mm:ss").toLocaleString(DateTime.DATE_HUGE); }}.
3. In Send User Reply, set Operation to send, Text Body to {{ $json.ReplyText }}, Phone Number ID to [YOUR_ID], and Recipient Phone Number to =+{{ $json.UserPhone }}.
4. Confirm the message logging path: Incoming WhatsApp Hook → Validate Incoming Message → Log User Message.
5. Credential Required: Connect your whatsAppApi credentials in Dispatch Template Notice and Send User Reply.

Step 5: Test and Activate Your Workflow

Validate each trigger path and confirm Sheets updates and WhatsApp messages before enabling production use.

1. Click Execute Workflow and manually trigger Fetch New Form Rows by adding a new row with consent set to Yes to confirm Dispatch Template Notice sends a template message.
2. Send a WhatsApp message to the connected number and verify Incoming WhatsApp Hook → Validate Incoming Message → Log User Message appends a row in WA-messages with Status set to New.
3. Mark a row’s Status as Ready and confirm the scheduled flow sends a reply via Send User Reply and updates Status to Replied in Modify Reply Status.
4. When tests succeed, toggle the workflow to Active to enable continuous WhatsApp notifications.