WhatsApp Trigger Credentials

Requirements

To create credentials for WhatsApp, you need the following Meta assets:

  • A Meta developer account: A developer account allows you to create and manage Meta apps, including WhatsApp integrations.

Set up a Meta developer account

  1. Visit the Facebook Developers site.

  2. Click Getting Started in the upper-right corner (if the link says My Apps, you've already set up a developer account).

  3. Agree to terms and conditions.

  4. Provide a phone number for verification.

  5. Select your occupation or role.

  • A Meta business portfolio: WhatsApp messaging services require a Meta business portfolio, formerly called a Business Manager account. The UI may still show either option.

Set up a Meta business portfolio

  1. Visit the Facebook Business site.

  2. Select Create an account.

    • If you already have a Facebook Business account and portfolio, but want a new portfolio, open the business portfolio selector in the left-side menu and select Create a business portfolio.

  3. Enter a Business portfolio name.

  4. Enter your name.

  5. Enter a business email.

  6. Select Submit or Create.

  • A Meta business app configured with WhatsApp: Once you have a developer account, you will create a Meta business app.

Set up a Meta business app with WhatsApp

  1. Visit the Meta for Developers Apps dashboard

  2. Select Create app.

  3. In Add products to your app, select Set up in the WhatsApp tile. Refer to Add the WhatsApp Product for more detail.

  4. This opens the WhatsApp Quickstart page. Select your business portfolio.

  5. Select Continue.

  6. In the left-side menu, go to App settings > Basic.

  7. Set the Privacy Policy URL and Terms of Service URL for the app.

  8. Change the App Mode to Live.

Related resources

Refer to WhatsApp's API documentation for more information about the service.

Meta classifies users who create WhatsApp business apps as Tech Providers; refer to Meta's Get Started for Tech Providers for more information.

Using OAuth2

You need WhatsApp OAuth2 credentials to use the WhatsApp trigger tool.

To configure this credential, you'll need:

  • A Client ID

  • A Client Secret

To retrieve these items, follow these steps:

  1. Visit the Meta for Developers Apps dashboard.

  2. Select your Meta app.

  3. In the left-side menu, select App settings > Basic.

  4. Copy the App ID and enter it as the Client ID within the NetMind XYZ credential.

  5. Copy the App Secret and enter it as the Client Secret within the NetMind XYZ credential.

Fully verifying and launching your app will take further configuration. Refer to Meta's Get Started for Tech Providers Steps 5 and beyond for more information. Refer to App Review for more information on the Meta App Review process.

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