Send WhatsApp by applying a tag
Pair a tag with a message template once, then any workflow that applies that tag fires the send. It's the cleanest bridge between your CRM's automation engine and an outbound WhatsApp from your own number.
Overview
Wazzap watches for specific contact tags in your CRM. When a workflow, an automation, or a human applies a watched tag, Wazzap immediately sends the WhatsApp message wired to that tag from the configured number.
This pattern keeps the heavy logic in your CRM (segmentation, conditions, delays, A/B splits) and lets Wazzap do the one thing it's best at: get the message out from a real, warmed number without templates or BSP fees.
The most popular use case is paired with HighLevel: a workflow tags the contact, Wazzap sends the WhatsApp. The whole chain is async and fires in under a second.
Setup in HighLevel
- In Wazzap, open the sub-account and go to Tag triggers.
- Create a new trigger and pick the tag to watch (for example
send-welcome). - Pick the number to send from.
- Paste the message body. You can use CRM merge fields, Spintax, and any Wazzap command (image buttons, voice notes, etc.).
- Save. The trigger is live.
- In HighLevel, build a workflow whose action is "Add tag" with the tag you chose.
Message format
You can send any Wazzap-supported message type: plain text, Spintax, image buttons, video buttons, voice notes and more. Wazzap parses the body exactly as if you typed it in the Conversations tab.
Example
A welcome message wired to the welcome-new-lead tag, with a Spintax greeting and two reply buttons:
!/SPINTAX_A/Hi/Hey/Hello/SPINTAX_A/! {{contact.first_name}}, thanks for reaching out.
#ButtonMix|How can we help?|Pick an option|image*https://example.com/welcome.jpg|button*Pricing*id_pricing/button*Demo*id_demo/button*Other*id_other Result
- Your workflow applies the tag
welcome-new-lead. - Wazzap receives the tag event and fires the message from the configured WhatsApp number.
- The contact's reply (button tap or text) lands back in the CRM thread.
- The next step in your workflow can branch on the reply.
Important notes
- One trigger per tag per number. Re-using the same tag across two triggers will fire both.
- Tag triggers respect your smart intervals and anti-ban settings.
- Removing the tag does not retract the message. The send is one-way and immediate.
- If the contact has no WhatsApp, see the no-WhatsApp tag doc for auto-routing.
- Always test by tagging your own contact record first.
Troubleshooting
Tagging fires the workflow but no WhatsApp goes out
Confirm the trigger is enabled and that the tag name matches exactly, including
case. Send-Welcome and send-welcome are different tags.
The message sends from the wrong number
Each trigger is bound to one specific WhatsApp number. If you connected a new number after building the trigger, edit the trigger and pick the new number from the dropdown.
Tag triggers are powerful. Always start with a small audience and watch the first few sends in real time before scaling.