Submit the document.They get it on WhatsApp.ERPNext WhatsApp integration in India
A submitted order, delivery, invoice or payment becomes a WhatsApp message to your customer, from your own number. Invoices carry the PDF.
Not in the live demo yet.
The demo shows the documents, not the messages.
Set up by Frappe specialists in Bengaluru, on Meta's official WhatsApp Business Platform.
Sample, from our demo company
Submit it. Watch the message form.
Document
Sales OrderSubmitted
CustomerNashik Dealers
Order no.SAL-ORD-2026-00031
Items20 × Electric Kettle 1.5 L
Delivery by24 Oct
WhatsApp · Order confirmed · Delivered
Mith Demo Traders
By hand today
Open the invoice
Save the PDF
Find the contact in WhatsApp Web
Type it, attach it, send it
Hi Nashik Dealers, your order SAL-ORD-2026-00031 for 20 × Electric Kettle 1.5 L is confirmed. Delivery by 24 Oct. — Mith Demo Traders
Sent · Delivered
Delivery NoteSubmitted
CustomerNashik Dealers
TransporterSample Cargo
LR no.40817
Delivery noteMAT-DN-2026-00014
WhatsApp · Goods dispatched · Delivered
Mith Demo Traders
By hand today
Open the invoice
Save the PDF
Find the contact in WhatsApp Web
Type it, attach it, send it
Hi Nashik Dealers, your goods left today with Sample Cargo, LR 40817. Delivery note MAT-DN-2026-00014. — Mith Demo Traders
Sent · Delivered
Sales InvoiceSubmitted
CustomerNashik Dealers
Invoice no.ACC-SINV-2026-00019
Due date20 Nov
TotalIn the PDF
PDF · ACC-SINV-2026-00019.pdf
WhatsApp · Invoice sent · Delivered
Mith Demo Traders
By hand today
Open the invoice
Save the PDF
Find the contact in WhatsApp Web
Type it, attach it, send it
Hi Nashik Dealers, invoice ACC-SINV-2026-00019 is attached. Due 20 Nov. — Mith Demo Traders
ACC-SINV-2026-00019.pdf
Sent · Delivered
Payment EntrySubmitted
CustomerNashik Dealers
AgainstACC-SINV-2026-00019
ModeBank transfer
WhatsApp · Payment received · Delivered
Mith Demo Traders
By hand today
Open the invoice
Save the PDF
Find the contact in WhatsApp Web
Type it, attach it, send it
Hi Nashik Dealers, we received your payment against invoice ACC-SINV-2026-00019. Thank you. — Mith Demo Traders
Sent · Delivered
Sample document and wording. Yours use your fields and the templates Meta approves for you.
Which wayfits you?
Pick what should go out. We show the way that fits, the templates to approve and what can break.
What should go out?
Do replies need to come back into ERPNext?
Should the same event update anything else?
Who will keep it running?
Pick what should go out.
The way that fits, the templates to approve and what can break appear here.
A Frappe app inside ERPNext
Best if: The messages are plain: this document, that customer, that template. Replies should land on the record.
You keep: Meta settings and app updates. No extra server.
Facts: Fires when a document is submitted, or on a date. Can attach the print PDF. Can save replies in ERPNext.
A workflow tool beside ERPNext
Best if: One event must also update a CRM, a sheet or a task, or branch by region or amount. Or your records are not in ERPNext.
You keep: One more server and its workflows.
Facts: ERPNext sends a webhook when a document is submitted; the tool sends the template. Free to self-host for your own business.
A small custom build on Meta's API
Best if: Neither fits: several WhatsApp numbers with your own rules, or you would rather not depend on a community app.
You keep: The custom code. We document it.
Facts: Calls Meta's Cloud API directly from a small Frappe app.
Sources, read 13 Oct 2026: the frappe_whatsapp README (MIT licence); n8n's licence terms (free to self-host for your own business).
Want a shared team inbox and broadcasts too?
Polygin is a WhatsApp platform run by MithTech that logs each message on the ERPNext record. It sends from the record; it does not send by itself when a document is submitted. About Polygin
Meta charges per message.We price the build.
Meta
Each delivered template message, by category and the customer's country, on your WhatsApp Business account, at Meta's rates.
A provider
None on these routes. Add one only if you want its inbox or broadcasts.
MithTech
The set-up and the support, in a written proposal.
You
The Meta account and its verification, your templates' wording, and who may be messaged.
We print no rate: it would be out of date.
Meta raised India's marketing rate on 1 January 2026 and changed what is free in the 24-hour reply window on 1 October 2026. Meta's page has today's. We show it to you before you start.
Meta, WhatsApp Business Platform pricing and non‑template messages pages, read 13 Oct 2026.
See the orderthat sends the message
Live demo
A dealer orders on their own
Sales Order → Pick List → Delivery Note → Sales Invoice → Payment Entry
Questionsbuyers ask
No. Core ERPNext has no WhatsApp sender. A Frappe app (frappe_whatsapp) or a workflow tool (n8n) adds one, and Meta's WhatsApp Business Cloud API carries the message. Frappe CRM's own documentation points to a separate WhatsApp app for the same reason. We set up the way that fits your business, and run it if you want.
When the Sales Invoice is submitted, ERPNext fires an event. A Frappe app or a workflow tool picks it up, fills an approved template with the invoice's fields, attaches the print PDF and sends it through Meta's Cloud API from your number. The customer gets it in their chat, and we log the message on the invoice.
You need Meta's WhatsApp Business Platform, through its Cloud API. The WhatsApp and WhatsApp Business phone apps cannot be automated safely from ERPNext, and unofficial tools that drive them break WhatsApp's terms and put your number at risk. On the official route your number stays yours with Meta.
A message your business sends first, like an automated invoice alert, falls outside the customer's 24-hour reply window, and Meta requires a template it has reviewed. Meta's status list says review can take up to 24 hours, and rejections happen. Meta decides each template's category from its content. Submit templates on day one, not the day before go-live.
Meta bills each delivered template message by category and the customer's country, on your WhatsApp Business account. Rates change, and what is free inside the 24-hour reply window changed on 1 October 2026, so we print no rate. We show you Meta's current pricing page before you start. Our charge is separate: the build and support, in a written proposal.
Yes. With Meta's webhook pointed at your ERPNext, a customer's reply is saved there as a message. It opens a 24-hour window in which your team can answer in free text; outside it, only an approved template goes out. With a workflow tool, replies are possible but need more assembly.
On the customer's contact: yes or no, the date, where they agreed and for what. Messages go only where it says yes. Meta requires that the person gave their number and agreed to hear from your business, and that the opt-in names it. Which law applies to your messages is for your lawyer; we record what you tell us.
You see it. The message is not sent, and the document shows the reason: a rejected template, a number not on WhatsApp, or no opt-in. We reword and resubmit rejected templates, and an email can go instead where a number is not on WhatsApp. If we run it, we watch the failure log for you.
A new Meta account may message 250 different people a day outside reply windows. Verifying your business with Meta lifts that to 2,000, and Meta raises it further as your message quality holds, up to unlimited (Meta, 13 October 2026). With hundreds of dealers, plan to verify before launch. The limit is shared by every number in your account.
No. This page sends one message about one document, the moment ERPNext submits it. Marketing automation sends follow-ups and campaigns that wait, check and stop when the customer answers, on Mautic and n8n. If you want campaigns, start there. If you want invoices and dispatch alerts, you are in the right place.