How to trigger a WhatsApp automation - WAX

This guide explains how to connect Batch to WAX, a WhatsApp messaging platform, using Batch’s Universal Channel feature.

You will create one API-triggered flow in WAX, add your WAX API key into Batch, and finally configure a Universal step that sends the request.

Note: If you have an existing WAX connection, you can skip step 2. This step must be done only once.

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Step 1 — Create an API-triggered automation in WAX

Start in WAX. You need a WhatsApp automation that begins when it receives an API request — this is what Batch will trigger.

What to do

1. Open Automations in WAX
2. Create a new automation
3. Choose "Incoming Webhook" as the trigger
4. You can add the WhatsApp template now or add it later

Select “Incoming Webhook” mode as the trigger.

This panel also displays the destination URL, API key name, and JSON example you will use later.

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Step 2 — Add your WAX API key into Batch

Batch needs your WAX API key to authenticate each time it sends a trigger request.

In WAX

Copy the hidden Value (the "Bearer Token" value) from the Trigger panel, just next the Authorization field.

Retrieve your Bearer token

In Batch

1. Go to Settings → Channels → Universal
2. Click New Credential Headers
3. Choose a name (e.g., “WAX”)
4. Key → Authorization
5. Value → paste the key from WAX
6. Save

Add the information in the Universal channel settings

Note: If you create multiple automations in WAX, they will all use the same API key. You only need to add the credential once in Batch.

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Step 3 — Configure the Universal step in Batch

In this step, you will add the Universal step in your Batch automation and configure it to trigger the WAX automation you created in Step 1.

Add the Universal Step

1. Open the Batch automation where you want to trigger WhatsApp
2. Click the + button
3. Select Universal

This opens the Universal step configuration screen.

Select "Universal"

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Configure the WAX request

Fill in the fields using the information from WAX:

1. Destination URL

Paste the URL shown in WAX’s API trigger (example: https://api.getwax.io/v1/hooks/0ab31563-9c59-4e87-b112-2a7b582491d4 )

3. Headers

• Choose the credential header you created earlier (e.g., WAX)
• Add another header :

  • "Key" : Accept
  • "Value" : application/json

4. JSON Body

Start with the phone number:

{
  "phone": "{{b.phone_number}}"
}

Configure the universal channel step

(Optional) Receive WhatsApp delivery and engagement events

If you want WAX to send back the events (e.g., sent, open, …) associated with each WhatsApp send, you can add a CUID field in the JSON body of the API request. This allows you to link each event back to the corresponding profile or send on your side.

json

{
  "phone": "{{b.phone_number}}",
  "CUID": "{{b.custom_id}}"
}

Note: This field is optional. Add it only if you need WAX to send back per-event tracking tied to your own identifier (CUID).

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Step 4 — Test the connection

Once your Universal Step is configured, you can test it directly from Batch to make sure everything is working properly.

How to test

1. In the Universal Step, click Test API.
2. If your JSON body includes personalization (e.g., {{b.phone_number}}), choose a test profile so Batch can fill in real data.
3. Click to send the test request.

Use the "Test API" button in order to make sure everything is working properly

What the test does

• Batch performs the exact same API call it will make when the automation is live.
• WAX receives the request and triggers the corresponding WhatsApp automation for the selected profile.

What Batch validates

Batch will display whether the request was successfully delivered to WAX or if something needs fixing (e.g., wrong URL, missing key, invalid JSON).

Note: Batch can only confirm that the trigger was correctly called. It does not have visibility on what happens inside WAX afterward (e.g., whether the message was sent or failed).

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Step 5 — Activate your Batch automation

When the test is successful, you can turn your Batch automation live.

To activate

1. Review your workflow, including the Universal step.
2. Run your automation

Once live

• Every time a profile moves through this step in your automation, Batch will send the API request to WAX.
• WAX will then run the WhatsApp automation linked to the URL you configured.

Additional Universal steps

If you want to trigger multiple WhatsApp scenarios (e.g., a follow-up message, or different WAX automations), you can add more Universal Steps within the same Batch automation or in a new one by following these steps again (Step 2 can be skipped).