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📚 WhatsApp Flow Documentation

Real-Time Trello Notifications on WhatsApp

🚀 Getting Started

WhatsApp Flow connects your Trello board to WhatsApp, delivering real-time notifications about card, list, and board changes. Stay updated on what matters most without leaving WhatsApp.

✨ Key Features

  • Real-Time Notifications: Instant WhatsApp alerts for board changes
  • Smart Filtering: Choose which events to receive notifications for
  • Phone Verification: Secure setup with 2-factor authentication
  • Event Tracking: Monitor cards, lists, boards, and member activity
  • Webhook Integration: Extend with custom workflows
  • Multi-Board Support: Get notifications from multiple Trello boards

📥 Installation

Step 1: Add Power-Up to Trello

  1. Open any Trello board
  2. Click "Power-Ups" in the board menu
  3. Search for "WhatsApp Flow"
  4. Click "Add" button

Step 2: Authorize WhatsApp Flow

  1. After adding the Power-Up, click the WhatsApp Flow button in the board menu
  2. Click "Settings" → "Authorize"
  3. Allow Trello permissions on the authorization page
  4. You'll see a success message
✅ Success! WhatsApp Flow is now ready to set up!

🔧 Setup Guide

Initial Setup Steps

  1. Go to Setup Page: Click WhatsApp Flow → "Setup" in your board menu
  2. Enter Phone Number: Provide your WhatsApp phone number (with country code, e.g., +1234567890)
  3. Receive Verification Code: A 6-digit code will be sent to your WhatsApp
  4. Verify Code: Enter the code on the setup page
  5. Configure Events: Choose which Trello events trigger notifications
  6. Save Settings: Click "Save" to activate notifications
💡 Tip: Keep your phone number secure and never share your verification code with others!

🎯 Features Overview

Board-Level Settings

Access these from the Power-Ups menu:

⚙️ Settings

Configure notification preferences:

  • Enable/disable notifications
  • Change phone number
  • Update event filters
  • View notification history

📊 Statistics

View notification metrics:

  • Total notifications sent
  • Last notification timestamp
  • Active event types
  • Configuration status

📝 Event Filters

Choose what notifications you receive:

  • Card events (created, updated, deleted)
  • List events (created, archived)
  • Board events (member changes)
  • Comment notifications
  • Assignment updates

📬 Supported Events

Card Events

Event Description Notification
card.created New card created "New card: [Card Name] in [List]"
card.updated Card details changed "Updated: [Card Name] - [Change Details]"
card.moved Card moved to different list "[Card Name] moved to [New List]"
card.archived Card archived "[Card Name] archived"
card.deleted Card permanently deleted "[Card Name] deleted"

List Events

Event Description Notification
list.created New list created "New list: [List Name]"
list.updated List renamed "List renamed: [Old Name] → [New Name]"
list.archived List archived "[List Name] archived"

Board Events

Event Description Notification
board.member.added Member added to board "[Member Name] added to board"
board.member.removed Member removed from board "[Member Name] removed from board"

Card Details Events

Event Description
card.attachment Attachment added/removed from card
card.label Label added/removed from card
card.member Member assigned/removed from card
card.due_date Due date added/changed/removed
card.comment Comment added to card
card.checklist Checklist added/updated

📱 Phone Verification Process

How It Works

  1. Submit Phone Number: Enter your WhatsApp phone number in the setup form
  2. Request Code: Click "Send Verification Code"
  3. Receive Code: A WhatsApp message with a 6-digit code arrives within 30 seconds
  4. Enter Code: Paste the code into the verification field
  5. Verification Complete: Your phone is now verified
💡 Codes are valid for 10 minutes. If it expires, request a new one by clicking "Send Verification Code" again.

Verification Codes

  • Format: 6 random digits (e.g., 123456)
  • Validity: 10 minutes
  • Delivery: Via WhatsApp message
  • Resend: Click button to request a new code

🔗 Webhook Setup

Getting Your Webhook URL

  1. Go to WhatsApp Flow Settings
  2. Look for "Webhook URL" section
  3. Copy your unique webhook URL
  4. Use this URL to integrate with external services

Webhook Payload Format

{
  "event": "card.created",
  "board_id": "your_board_id",
  "board_name": "Board Name",
  "data": {
    "id": "card_id",
    "name": "Card Title",
    "description": "Card description",
    "list": "List Name",
    "members": ["member1", "member2"],
    "due_date": "2024-12-31",
    "labels": ["label1", "label2"]
  },
  "timestamp": "2024-12-21T10:30:00Z"
}

Example Integration

Send webhooks to Zapier, Make, or any webhook receiver:

POST https://your-webhook-url.com/webhooks
Authorization: Bearer YOUR_TOKEN
Content-Type: application/json

// WhatsApp Flow will send the payload above

⚙️ Configuration

Settings Page

  • Phone Number: Your verified WhatsApp number
  • Enable Notifications: Toggle to pause/resume
  • Event Types: Select which events trigger notifications
  • Quiet Hours: (Optional) Set times to mute notifications
  • Message Prefix: Customize notification prefix

Event Configuration

🎯 Filter Options

  • All Events - Receive all notifications
  • Important Only - Only for high-priority events
  • Custom - Pick specific event types

🔌 API Reference

Available Endpoints

Endpoint Method Purpose
/api/send-verification POST Send verification code to phone
/api/verify-code POST Verify code and activate service
/api/config GET/POST Get or update configuration
/webhook/trello POST/GET Receive Trello webhooks

Send Verification Code

POST /api/send-verification
Content-Type: application/json

{
  "phone_number": "+1234567890"
}

Response:
{
  "success": true,
  "message": "Verification code sent",
  "expires_in": 600
}

Verify Code

POST /api/verify-code
Content-Type: application/json

{
  "phone_number": "+1234567890",
  "code": "123456"
}

Response:
{
  "success": true,
  "message": "Phone verified",
  "verified_at": "2024-12-21T10:30:00Z"
}

🔧 Troubleshooting

Common Issues

❌ "Verification code not received"

Possible causes:

  • Phone number format incorrect (must include country code)
  • WhatsApp not active on phone
  • Slow internet connection

Solution:

  1. Verify phone number format: +[country_code][number]
  2. Ensure WhatsApp is installed and active
  3. Check internet connection
  4. Click "Resend Code" after 2 minutes

❌ "Invalid verification code"

Solution:

  • Check that you entered exactly 6 digits
  • Verify code hasn't expired (10 minutes)
  • Request a new code if expired
  • Copy code directly from WhatsApp (don't type manually)

❌ "Not receiving WhatsApp notifications"

Solution:

  1. Verify settings page shows "Status: Active"
  2. Check that events are enabled in settings
  3. Ensure phone number is still verified
  4. Make a test card change to trigger notification
  5. Check WhatsApp notification settings on phone

❌ "Authorization failed"

Solution:

  1. Clear browser cache (Ctrl+Shift+Del)
  2. Try authorizing again
  3. Make sure you're using same Trello account
  4. Check browser console for errors (F12)
  5. Try different browser if issue persists

Debug Mode

To view detailed logs:

  1. Open your board
  2. Press F12 to open Developer Console
  3. Go to "Console" tab
  4. Look for "WhatsApp Flow" messages

💬 Support & Help

Get Help

Feature Requests

Have a feature idea? We'd love to hear it! Email support@whatsappflow.app with:

  • Feature description
  • Your use case
  • Expected benefit

Bug Reports

Found a bug? Report it at support@whatsappflow.app with:

  • Description of the issue
  • Steps to reproduce
  • Screenshots (if applicable)
  • Browser and OS version
  • Console errors (F12 → Console)

Privacy & Security

🎉 Thank you for using WhatsApp Flow!

We're constantly improving based on your feedback. Keep connected to your Trello boards!