Workflows
Workflows for calls, WhatsApp and SMS
Automated messaging and call handling for every 2Chat channel. Build call flows and WhatsApp flows in visual editors, send SMS from the API or your automation tools, and connect all three to the rest of your stack.
How it works
How workflows work in 2Chat
Every workflow starts with an event on one of your channels and runs the steps you define, without anyone on your team doing it by hand.
Incoming call- 01
Pick the channel and the event
An incoming call, a new WhatsApp message, a missed call, a webhook or an event in another app.
- 02
Define the steps
Use the visual builders for calls and WhatsApp. For SMS, set the steps in Zapier, Make or your own code.
- 03
Connect your other systems
Call external APIs from WhatsApp flows, receive events through webhooks and link apps with Zapier, Make or n8n.
- 04
Turn it on and adjust
Save a call flow and the number answers with it; publish a WhatsApp flow to run it. Edit either at any time.
Channels
What you can automate on each channel
Calls and WhatsApp have their own visual builder. SMS automation runs on the 2Chat API and the automation tools you already use.
Call flows
Decide what happens when someone calls a 2Chat virtual number or a WhatsApp Business API number with calling on.
- Greeting and phone menu
- Ring every agent or forward to any phone
- Voicemail when nobody answers
- Handoff to an ElevenLabs voice agent
WhatsApp flows
Build chatbots and automated replies for your WhatsApp numbers with a no-code builder.
- Seven triggers, including missed calls and webhooks
- Messages with media, menus and questions
- Conditions, including business hours
- HTTP requests to external APIs
SMS automation
Send and receive text messages from your SMS-enabled numbers when your systems decide to.
- Send SMS with one REST endpoint
- Receive replies through webhooks
- Trigger texts from Zapier or Make
- Delivery receipts and error codes
Also included across channels
Webhooks for every channel
Subscribe to WhatsApp, WhatsApp Business API, SMS and call events, with delivery logs.
Channels that trigger each other
A missed call can start a WhatsApp flow, and a call flow can post to a WhatsApp group.
Zapier, Make and n8n
Use 2Chat events and actions inside the automation platform your team already runs.
MCP server for AI agents
Let AI agents read and send WhatsApp, SMS and voice data through the 2Chat MCP server.
Uses
What you can do with 2Chat workflows
Route inbound calls by department
Play a phone menu, for example 1 for sales and 2 for support, and send each caller to the right team or number.
Follow up on missed calls on WhatsApp
The Call missed trigger starts a WhatsApp flow that messages the caller, in their language, right after the call.
Alert your team in a WhatsApp group
Add a WhatsApp group notification to a call flow so the group gets a message when that step runs.
Text customers when something happens
Connect your store, form or CRM to Zapier or Make and send an SMS from your 2Chat number on each new event.
Technical details
Technical specifications for 2Chat workflows
Channels, building blocks, requirements and billing for automations on calls, WhatsApp and SMS.
| Attribute | Value |
|---|---|
| Builders | Visual, no-code builders for call flows and WhatsApp flows. SMS automation through the REST API, Zapier and Make. |
| Call flow steps | Play greeting, phone menu, ring agents, forward to number, voicemail, send to ElevenLabs and WhatsApp group notification. |
| WhatsApp flow triggers | Message received, call missed, webhook invoked, group message received, someone joined, left or was removed from a group. |
| WhatsApp flow steps | Message, message and wait for reply, text menu, condition and HTTP request. |
| SMS API | POST /open/sms/send with from_number, to_number and text, plus read endpoints for channels, conversations and messages. |
| Webhooks | Events for WhatsApp, WhatsApp Business API, SMS and calls, with subscription management and delivery logs. |
| Integrations | Zapier, Make, n8n (WhatsApp, WhatsApp Business API and voice call events), HubSpot Workflows actions and ElevenLabs voice agents. |
| Call requirements | A 2Chat virtual number, or a WhatsApp Business API number connected directly to Meta through the Cloud API with calling on. |
| SMS requirements | An SMS-enabled 2Chat virtual number and E.164 phone numbers. A2P messaging to US numbers is not supported. |
| Billing | Chatbot flows, the phone system and the Make and Zapier integration are included from the Solo plan. Calls and SMS are billed by usage at each country's published rates. |
Integrations and documentation
Receive events from every channel through webhooks and connect 2Chat to your automation platform.
Questions & answers
Frequently asked questions about 2Chat workflows
Automate calls, WhatsApp and SMS from one account
Start with the channel you use most and add the others when you need them.