WhatsApp, Slack, Teams, Telegram, SMS

Be told where you look: a closed till, low stock, a big invoice paid, an incoming order, a partner failing.

Partner Channel Connection
WhatsApp Business WhatsApp message (Meta Cloud API) Access token and phone number id
Slack Channel message Add to Slack button; else incoming webhook
Microsoft Teams Channel message Incoming webhook (Incoming Webhook connector or Workflow)
Telegram Bot message Bot token and chat id
Twilio SMS Account SID, Auth Token, sender number
Africa's Talking SMS (Africa) Username, API key, sender

Connecting

Integrations → the partner → Connect, then the credentials:

  • WhatsApp: in Meta for Developers, the WhatsApp Business app → API Setup: the permanent token (System User) and the Phone number ID. Messages outside the 24-hour window must use a Meta-approved template: give its name and language in the settings.
  • Slack: Continue with Slack picks the workspace and the channel, and Hela receives its webhook; without a Slack app registered by the operator, Slack → Apps → Incoming Webhooks → Add to channel and paste the https://hooks.slack.com/… address.
  • Teams: in the channel, Connectors → Incoming Webhook (or a Workflow "Post to a channel when a webhook request is received"); paste the address.
  • Telegram: create a bot with @BotFather, add it to the group, read the chat id (getUpdates).
  • Twilio / Africa's Talking: the console credentials, and the sender number or id.

Alerts

Every connector subscribes to the same events; choose in the settings the ones you want (events, comma-separated, * for all):

Event Typical message
cash_session.closed "Till Counter closed: 1,240,000 FC taken, difference 0."
stock.low "Low stock: Primus 72 cl, 6 left (threshold 24)."
invoice.paid, invoice.partially_paid, payment.received "Invoice ERNS-0042 paid: 125.00 USD (Marie Kabila)."
invoice.overdue "Invoice ERNS-0031 7 days overdue: 80.00 USD."
invoice.issued, sale.created "New invoice …"
quote.accepted, quote.signed "Quote … accepted by …"
order_request.received "Order received from the public menu: 3 items, 45,000 FC."
purchase.received "Supplier order … received."
integration.failed "Odoo: 5 consecutive failures — …"

Messages are written in the configured language (language), with amounts in major units.

Settings

Setting Meaning
Recipients (WhatsApp, SMS) The numbers, comma-separated, in international format.
Template and language (WhatsApp) The approved Meta template for alerts.
Events The ones that trigger a message.
Language fr or en.

Sending the invoice to the customer

This connector is for internal alerts. To send an invoice or a payment link to the customer over WhatsApp, use the document's Share button: it opens WhatsApp with the message ready, from your phone, without the Meta API or its templates.

Something wrong or missing? Write to us.