This guide walks you through a flow that sends a WhatsApp message automatically whenever a Salesforce opportunity moves to a specific stage — for example, notifying a customer when their deal reaches "Closed Won" or "Contract Sent".
You'll build this in Workflow Builder, which is included in your TimelinesAI subscription at no extra cost. The plan bundles a more generous transaction allowance than a standalone Zapier plan, and you can top up with extra credits if you outgrow it. Zapier and Make are legitimate alternatives, but they require paying for a separate subscription on top of TimelinesAI.
If you haven't connected Salesforce to Workflow Builder yet, start with Salesforce Integration in Workflow Builder.
Example: When a Salesforce opportunity moves to stage "Closed Won", send a WhatsApp message "Thanks for choosing us! Your account manager will be in touch within one business day."
Build the flow
Open TimelinesAI Workflow Builder at app.timelines.ai/albato/automations and click New Automation.
Click Add Trigger and configure:
App: Salesforce
Event: Watch Opportunities (fires on updates)
Connection: select your Salesforce connection
Click the filter icon on the trigger and add a condition so the flow only runs for the target stage:
Value: insert Stage ID (or Stage Name) from the trigger output
Condition: equals
Value: the Salesforce stage ID or name you want to trigger on (for example
Closed Won)
Click Add action and set up a lookup to fetch the contact's phone number:
App: Salesforce
Action: Search Record (object: Contact). Map the contact lookup using the opportunity's primary contact ID or related account contact.
Rename this step to something clear like "Salesforce: get contact phone".
Add a final action:
App: TimelinesAI
Action: Send message to phone number
Phone Number: map the phone field from the Salesforce Search Record step (must be in E.164 format).
WhatsApp account: the TimelinesAI-connected number the message will send from, in international format.
Text message: the message body you want to send.
Click Start to launch the flow.
Additional recommendations
Add an error handler to each action step so the automation behaves predictably when a contact is missing a phone number or a lookup fails. You can choose to stop the flow, continue, or jump to a fallback step.
Test on a single opportunity before letting the flow run on production data.
Store phone numbers in E.164 format in Salesforce to ensure reliable matching.
For a broader overview of what Workflow Builder can do, see the Workflow Builder overview.