How to connect
On the Zapier Apps page add an MCP Client connection: Server URL https://nilyo.com/mcp, Transport Streamable HTTP, OAuth Yes. A browser window opens to authorize, using the same Nilyo sign-in ChatGPT and Claude use — no Zapier-specific account, and one connection covers every account you connected in Nilyo.
Business number or your own
The Business Cloud API fits transactional notifications at scale from a brand identity, with template approval. Your own number fits a person or a small team answering clients and suppliers. A Zap built on the second does not need templates and is not confined to a reply window — but it also must not behave like a broadcaster.
Send by name, not by number
The natural Zap input is a person’s name from a CRM. A resolution step turns it into the exact conversation, ranking existing chats by most recent exchange and falling back to contacts. When several match, nothing is sent and the candidates come back — which is what stops a Zap from messaging the wrong client.
New conversations are the risky action
Twenty brand new chats per day per account, spaced fifteen seconds apart, enforced server-side with an explicit error at the ceiling. Replies inside existing conversations are unrestricted. Design the Zap around that: notifications to people who already talk to you are safe, cold outreach at volume is what gets a number reported.
A realistic Zap
A deal moves to won; the Zap resolves the client’s WhatsApp conversation and sends the confirmation there, then writes the outcome back to the CRM. If the contact has never written to you, the step fails loudly rather than silently starting a cold conversation.
Trigger on the message, not on a schedule
A polling Zap checks the account on an interval whether anything happened or not. A realtime destination pushes each new WhatsApp message to the Zap as it arrives, with the identifiers needed to read the conversation first — which is how the Zap avoids answering something you already handled on your phone.
“When a deal is won, send the confirmation in the existing WhatsApp conversation.”
“When a support ticket closes, message the client who opened it.”
Common questions
Do I need WhatsApp Business?
No. Nilyo pairs a personal or business account by QR code. Templates and the Business Cloud API belong to the brand-number route.
Can a Zap read incoming messages?
Yes, and it can download attachments as files so a voice note or a PDF can feed a later step.
How do I avoid getting the number banned?
Keep to replies and to people who already contacted you. New conversations are capped at twenty a day and spaced, which makes accidental mass outreach impossible.
How WhatsApp works with Nilyo
Connection. Scan a QR code shown in the conversation (WhatsApp › Linked devices), or type a pairing code on your phone. The line stays linked like any other device.
What your agent can do. Contacts and chats, message history, text, media and native voice notes, reactions, groups, checking whether a number is on WhatsApp.
Pacing and safety. 20 new conversations per day with 15 seconds between them; existing chats are not limited beyond serialization.
- “Send a WhatsApp to Julien” resolves the person among your recent chats and contacts; two matches mean the agent asks.
- Disconnecting from the phone marks the account for reconnection; the same account is re-linked with a new QR, never duplicated.
All WhatsApp guides
Related guides
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