Event organisers, clinics, coaches and local shops often get a phone number on a form and then call it by hand. FlowMattic sends a WhatsApp message through the Cloud API when a Fluent Forms entry or payment arrives, using the number from the form, and can tell the visitor on screen that the message is on its way.
2 triggers 7 actions 7 example workflows 6 ready-made templates Unlimited runs
When this happens in Fluent Forms2 triggers
Do this in WhatsApp Cloud API5 actions
1. TriggerNew Form Submission2. ActionSend Text MessageWhen Fluent Forms fires New Form Submission, FlowMattic runs Send Text Message in WhatsApp Cloud API with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateRegistrations for a webinar or meetup get the joining link on WhatsApp, where people are less likely to lose it than in an email folder.
New Form SubmissionSend Text Message
View the template Ready-made templateVisitors type numbers with spaces, dashes or no country code. Number Formatter puts each one in international format first, so the WhatsApp message reaches the right phone.
New Form SubmissionNumber FormatterSend Text Message
View the template A paid booking or order made through a Fluent Forms payment form gets a WhatsApp confirmation built on your approved template, with the amount and reference filled in.
New Payment Submission (Pro)Send Template Message
Add a language field to the form. A Router sends the English, Spanish or Hindi version of your template, so each person reads the reply in their own language.
New Form SubmissionRouterSend Template Message
A request-info form becomes a document delivery: the PDF you host is sent to the visitor on WhatsApp, and the form's success message tells them to check their phone.
New Form SubmissionSend Document MessageSet Custom Response
A Filter checks the attendance choice on the form, so only people coming in person get an image of the venue map and parking, while online attendees are left alone.
New Form SubmissionFilterSend Image Message
After a payment, Delay waits until the event day and then sends a reminder template with the time and address, which cuts no-shows for workshops and classes.
New Payment Submission (Pro)DelaySend Template Message
When you finish, everyone who registers through your Fluent Forms form gets the event link on WhatsApp.
Make sure the form asks for a mobile number, ideally with the country code, and mark the field as required.
Add a WhatsApp Cloud API connection under Connects using your WhatsApp Business account details.
Create a workflow with the Fluent Forms New Form Submission trigger, choose the form and send a test entry so FlowMattic captures the fields.
Add a WhatsApp Cloud API step, map the phone field as the recipient, write the message with the event link, test it and switch the workflow on.
1. Trigger in Fluent Forms
New Form Submission
2. Action in WhatsApp Cloud API
Send Text Message
Fields mapped from the earlier steps (a typical setup)
| From Fluent Forms | To WhatsApp Cloud API |
|---|---|
| Phone field | Recipient number |
| Name field | Greeting in the message |
| Event or session field | Message text |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Fluent Forms and WhatsApp Cloud API connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Confirmations, links and documents arrive on WhatsApp next to the visitor's own chats, so they find them again on the day.
Phone numbers and answers go from your WordPress site to WhatsApp directly, without an outside automation service in between.
Runs are unlimited on every plan, so a sold-out event with a thousand sign-ups costs FlowMattic nothing extra.
Send Template Message, with a template approved in your WhatsApp Business account. The other message actions are for conversations the person has already started or replied to.
Yes. Send Document Message takes a file link, such as a brochure in your media library or a file another step created, and sends it to the number from the form.
Yes. Add Set Custom Response after the WhatsApp step to change the Fluent Forms success message, or Redirect to Custom URL to send the visitor to a page of your own.
Put a Number Formatter step before the WhatsApp action to turn each number into international format, or ask for the country code as its own form field.
Yes. Add a second step, such as Send Template Message, with your team's number as the recipient, or a Router that alerts a different person for each form or service chosen.
Did not find your answer? You can browse the help center or ask us directly.
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WhatsApp Cloud API and FluentCRM2 shared templatesInstall FlowMattic, connect both accounts and import a template. Every run stays on your own server.
30-day money-back guarantee Unlimited workflows and runs Self-hosted
Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Fluent Forms integration 2.1.4, WhatsApp Cloud API integration 1.0.1.