Let the right message go out at the right moment
WACRM Automations is the rule engine behind your WhatsApp number that helps businesses handle the moments that repeat every day: a new order, a shipped order, an abandoned cart, an incoming message or an upcoming booking starts a rule that labels the contact, opens a ticket, asks your AI agent to propose a step or sends a Meta-approved template.
By the WACRM team Updated
Five real events start a rule: new order, order fulfilled, abandoned cart, incoming message, booking reminder (24 h or 2 h before)
Four actions: add a label, create a ticket, propose an AI agent action for approval, send an approved template
Template sends only reach contacts who opted in, and only with a template Meta has approved
Each rule runs once per event, with a "Last runs" log that says what happened and why
Turn any rule on or off with one switch; one pause switch stops every send
How does a WhatsApp automation work?
Pick the event
In Automations, click New automation, give the rule a name and choose one trigger: new order, order fulfilled, cart abandoned, inbound message or booking reminder.
Add the actions
List what should happen: add a label, create a ticket, propose an AI agent action, or send one of your approved templates.
Switch it on
Rules are saved enabled; the Enabled switch turns a rule off and on again without deleting it.
Read the run log
Each time the event happens, the rule runs once and "Last runs" shows ok, skipped or failed with the reason, such as no consent or a template still in review.
What do you get with WACRM Automations?
Events that already happen
Rules fire from real activity in your workspace: orders, fulfilment, carts, incoming messages and bookings.
Approved templates only
A send runs only when the template exists in your project with the status approved, the way Meta requires outside the customer service window.
Consent first
Before every send the contact's WhatsApp opt-in is checked; an opted-out contact is skipped, not messaged.
AI with a human check
An automation can ask the AI agent to propose a step, which always waits in the approval queue for a person.
Once per event
A retried event never sends twice, and a run interrupted halfway resumes without repeating actions that already finished.
A log you can read
Every run is stored with its result, and each firing is written to the workspace audit log.
Who puts their WhatsApp follow-up on rules?
Online shops
A new order sends the confirmation template and labels the buyer, and an abandoned cart sends the reminder you had approved.
Clinics
The day before an appointment, a booking reminder sends the patient an approved reminder template at 24 h, and again at 2 h.
Support teams
Every incoming message can open a ticket and add a label, so nothing waits in the inbox without an owner.
Why put WhatsApp follow-up on rules?
The same messages go out every day: the order confirmation, the "your order is on its way", the nudge about a cart left behind, the reminder before an appointment. Typed by hand, they arrive late or not at all on a busy day, and nobody can say afterwards whether a customer got one.
A rule in WACRM reacts to the event itself and records what it did. If a message was not sent, the run log says why, for example that the contact never opted in, so your team fixes the cause instead of guessing.
Store events need the same care. Shopify's Help Center (checked 2026-11-10) counts a checkout as abandoned when the customer has given their email but does not go on to pay, and Shopify's webhook documentation (checked 2026-11-10) says an app might receive the same webhook more than once, for example after a network timeout or a retry. That is why a WACRM rule runs once per order or cart event: a repeated delivery does not send the customer a second message.
Why must the template be approved by Meta?
Meta's documentation (checked 2026-11-10) says template messages are the only type of message a business can send to a WhatsApp user outside a customer service window, and that a template can be sent once its review status is approved. Order updates, cart reminders and booking reminders are usually sent outside that window, so an automation sends templates, never free text.
WACRM checks the template's status at the moment the rule runs. A template still in review or rejected is not sent, and the run is logged as skipped with that reason.
Can your team set the rules up for me?
Yes. Order and cart events need your store connected first; with Setup Commerce our team connects it and writes your order templates. Automation flows built with our team are included on the Pro plan, and a flow your business needs beyond these events and actions can be built for you as custom development.
Questions about WhatsApp automations?
Which events can start a WACRM automation?
Five: a new order, an order marked fulfilled, an abandoned cart, an incoming WhatsApp message, and a booking reminder 24 hours or 2 hours before the appointment. Each rule has one trigger and as many actions as you need.
Can an automation message a customer who has not opted in?
No. Before every template send WACRM checks the contact's WhatsApp consent; a contact who never opted in, or who opted out, is skipped and the run log shows "no consent".
Will a customer get the same message twice if an event repeats?
No. Each rule runs once per event. If a run stops halfway, it is resumed later without repeating the actions that already finished, so a template that was sent is not sent again.
Can the AI agent act on its own from an automation?
No. An automation can only ask the AI agent to propose an action, and that proposal always waits for a person to approve it. While AI is paused for the workspace, no proposal is made and no template is sent.
Do the order and cart events need a connected store?
Yes. New order, order fulfilled and abandoned cart come from your store's activity, so the store is connected first. Our team does that for you with Setup Commerce.
How do I know whether a rule worked?
Open "Last runs" under the rule in Automations. Each run shows ok, skipped or failed with the reason, and every firing is also recorded in the workspace audit log.
Sources
- Meta for Developers: message templates overview (checked 2026-11-10)
- Meta for Developers: template review (checked 2026-11-10)
- Meta for Developers: getting opt-in for WhatsApp
- WhatsApp Business Messaging Policy
- Meta Business Help Center: create message templates for your WhatsApp Business account
- Shopify Help Center: recovering abandoned checkouts (checked 2026-11-10)
- Shopify Dev Docs: verify webhook deliveries, ignoring duplicates (checked 2026-11-10)
Talk to an expert
A person from the WACRM team replies.
Ask which of your daily WhatsApp messages can run on rules, and which templates you need approved first.
Replies within one working day, usually sooner on WhatsApp.
Put your repeat messages on rules
Get started and we will help you connect your store and get your first templates approved.