{"id":84051,"date":"2026-10-15T12:13:49","date_gmt":"2026-10-15T15:13:49","guid":{"rendered":"https:\/\/reportei.com\/central-de-ajuda\/how-to-send-whatsapp-notifications-when-a-reportei-control-goal-is-reached-using-pluga\/"},"modified":"2026-10-15T13:38:15","modified_gmt":"2026-10-15T16:38:15","slug":"how-to-send-whatsapp-notifications-when-a-reportei-control-goal-is-reached-using-pluga","status":"publish","type":"pauple_helpie","link":"https:\/\/reportei.com\/en\/central-de-ajuda\/how-to-send-whatsapp-notifications-when-a-reportei-control-goal-is-reached-using-pluga\/","title":{"rendered":"How to send WhatsApp notifications when a Reportei Control goal is reached using Pluga"},"content":{"rendered":"\n

Want to notify clients and your team on WhatsApp automatically when a Reportei Control goal is reached? Pluga lets you configure automatic notifications through the WhatsApp Business API without writing code.<\/p>\n\n\n

This automation helps agencies and marketing teams communicate results quickly and keep clients and colleagues informed about campaign performance.<\/p>\n\n\n

Before you start<\/strong><\/span><\/h2>\n\n\n

Make sure you have active accounts with Pluga<\/a>, Reportei<\/a>, and WhatsApp Business API<\/a>.<\/p>\n\n\n

Important:<\/strong> this integration uses the WhatsApp Business API, which is different from the standard WhatsApp Business app. The API supports businesses automating communication at scale. This Pluga workflow requires an official WhatsApp API provider.<\/p>\n\n\n

You also need an approved WhatsApp Business API message template. Automatic messages in this workflow use pre-approved templates in accordance with WhatsApp\u2019s policies.<\/p>\n\n\n

Step by step<\/strong><\/span><\/h2>\n\n\n

1. Open <\/strong>Pluga<\/strong><\/a> and click “Sign in”, or “Sign up” if this is your first visit<\/strong><\/p>\n\n\n

\"\"<\/figure>\n\n\n

2. Select the tools<\/strong><\/p>\n\n\n

On Pluga\u2019s home page, click “Create automation”<\/strong>. Choose Reportei<\/strong> as the source tool and select an available trigger:<\/p>\n\n\n

Report viewed<\/strong>: when a report is viewed<\/p>\n\n\n

Dashboard created<\/strong>: when a dashboard is created<\/p>\n\n\n

Automation executed<\/strong>: when an automation runs<\/p>\n\n\n

Control goal reached<\/strong>: when a Control goal is reached<\/p>\n\n\n

Control goal not reached<\/strong>: when a Control goal is missed<\/p>\n\n\n

Milestone added to Timeline<\/strong>: when a milestone is added to the Timeline<\/p>\n\n\n

For this example, choose “Control goal reached”<\/strong>.<\/p>\n\n\n

\"\"<\/figure>\n\n\n

3. Connect your Reportei account<\/strong><\/p>\n\n\n

To connect Reportei to Pluga, you need the API access token from your Reportei account.<\/p>\n\n\n

If you need help finding it, click “See the step-by-step guide to finding your access keys”<\/strong> on the Pluga screen. Paste the token into the field provided and click “Connect new account”.<\/p>\n\n\n

\"\"<\/figure>\n\n\n

4. Configure the Reportei options<\/strong><\/p>\n\n\n

Select the project to monitor.<\/p>\n\n\n

\"\"<\/figure>\n\n\n

5. Apply filters if needed<\/strong><\/p>\n\n\n

Use filters to send WhatsApp messages only in specific situations, such as when a reached goal belongs to a particular project or client.<\/p>\n\n\n

If you do not need filters, click “Save and continue”.<\/p>\n\n\n

\"\"<\/figure>\n\n\n

6. Select the destination tool<\/strong><\/p>\n\n\n

Select “WhatsApp Business API” as the destination tool to receive information when the trigger fires. Choose “Send message from a template”<\/strong>.<\/p>\n\n\n

\"\"<\/figure>\n\n\n

7. Connect your WhatsApp Business API account<\/strong><\/p>\n\n\n

Click “Connect new account” and provide the credentials needed to authorize Pluga to send messages through your WhatsApp Business API account. The required credentials depend on your API provider.<\/p>\n\n\n

\"\"<\/figure>\n\n\n

8. Configure the recipient number and message template<\/strong><\/p>\n\n\n

Enter the phone number that should receive the notification.<\/p>\n\n\n

Important:<\/strong> Reportei does not provide phone-number attributes in the available variables, so enter a fixed number, such as the client\u2019s number for notifications whenever the goal is reached.<\/p>\n\n\n

Select the pre-approved message template. Customize its parameters using Reportei information, such as the project name, reached goal value, and analysis period.<\/p>\n\n\n

\"\"<\/figure>\n\n\n

9. Finish the automation<\/strong><\/p>\n\n\n

On the confirmation screen, click “Finish automation”<\/strong>. To add further actions, such as writing to a spreadsheet or notifying Slack, choose “Connect new tool”. Pluga lets you chain several actions in one automation.<\/p>\n\n\n

\"\"<\/figure>\n\n\n

Extra tips<\/strong><\/span><\/h2>\n\n\n

Create notifications for other events<\/strong><\/p>\n\n\n

You can also create automations for other Reportei events:<\/p>\n\n\n