This guide shows how to send a WhatsApp message automatically from a GoHighLevel workflow using the "Send WhatsApp via TimelinesAI" action — for example, sending an appointment reminder when a booking is confirmed, or a welcome message when a new lead enters your pipeline.
Example: When a new lead's status changes to "Booked," send a WhatsApp message: "Thanks for booking! We'll see you at your scheduled time."
Make sure the TimelinesAI integration is already connected to this sub-account first — see TimelinesAI and GoHighLevel Integration.
Build the workflow
In your GHL sub-account, open Automation → Workflows.
Create a new workflow, or open an existing one.
Add the trigger you want to fire on — for example, Contact Tag Added, Opportunity Stage Changed, or Appointment Booked.
Click Add Action and select Send WhatsApp via TimelinesAI.
Configure the action:
Sender number — choose which connected WhatsApp number the message should send from.
Recipient — the workflow contact's phone number (mapped automatically from the trigger contact).
Message body — write your message. Use merge tags like
{{contact.first_name}},{{contact.phone}}, or any custom field to personalize it.
Save the action, then publish/activate the workflow.
Use case ideas
Appointment reminders and confirmations
Order or shipping updates
Onboarding sequences for new customers
Lead-status follow-ups (e.g., a check-in message when a deal goes quiet)
Good practices
Run the workflow on a single test contact before turning it on for your full pipeline.
Keep phone numbers on contact records in E.164 format so the action can resolve a valid recipient.
If a contact has no phone number, the action will fail on that step — [CONFIRM: does the action surface an operator-readable error in the workflow log, per the "operator-readable errors" note in the submission spec, or fail silently? Worth confirming exact error copy for this article.]