What this integration does
TimelinesAI connects your WhatsApp Business Account (official WhatsApp Business API) to Attio. Inbound WhatsApp messages are matched to a person by phone number and saved as a WhatsApp In note. Outbound messages are sent from your WhatsApp Business number by adding a person to the Send WhatsApp list or with the in-record Send WhatsApp action — without leaving Attio.
Before you start
- A TimelinesAI workspace with a WhatsApp Business Account (WABA) connected through the official Meta Cloud API. Setup guide: WhatsApp Business Accounts (WABA) integration with TimelinesAI (https://help.timelines.ai/en/articles/13513437-whatsapp-business-accounts-waba-integration-with-timelinesai).
- At least one approved message template in your WABA (needed to start conversations outside the 24-hour window). See WABA templates in TimelinesAI (https://help.timelines.ai/en/articles/13513445-waba-templates-in-timelinesai).
- Admin permission in your Attio workspace (needed to install apps).
Install
1. Open the TimelinesAI WhatsApp Integration listing in the Attio App Store and click Install.
2. Sign in with TimelinesAI and approve the connection on the consent screen.
3. On install, the app automatically:
- creates the Send WhatsApp list,
- adds the WhatsApp Phone and WhatsApp Message attributes to the People object,
- registers a secure webhook for your WhatsApp Business Account.
There is nothing to wire up by hand.
Send a WhatsApp message
From a record: open a person, press Cmd/Ctrl + K, type Send WhatsApp, pick the action, choose your WhatsApp Business number in From, write the message, and click Send.
From a list: add a person to the Send WhatsApp list with a phone number and a message. The message is sent from your WhatsApp Business number and recorded as a WhatsApp Out note; the entry is then removed from the list.
24-hour messaging window (Meta rule): free-text messages can be sent only to contacts who messaged your WhatsApp Business number within the last 24 hours. To start a conversation outside that window, send an approved template from TimelinesAI first; once the contact replies, you can message them freely from Attio.
How inbound matching works
When a customer messages your WhatsApp Business number, the app finds the matching person in Attio by phone number (creating one if there is no match) and adds a WhatsApp In note. Duplicate deliveries are ignored and an existing person is reused, so you never get duplicate people or notes. If two people are merged, the WhatsApp notes are re-parented onto the surviving record.
Disconnect
Open the app's settings page and click Disconnect. This removes the webhook and the list and attributes the app created.
Support
- Email: [email protected]
- Live chat: timelines.ai
- Hours: every day, 11:00–24:00 (GMT+3) — typically a few minutes to respond.
TimelinesAI is an independent product and is not affiliated with, sponsored, or endorsed by WhatsApp or Meta. "WhatsApp" is a trademark of Meta Platforms, Inc.