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WhatsApp Cloud API Suite for ERPNext — A native Frappe app that connects ERPNext directly to the Meta WhatsApp Cloud API for  — 1/1Illustrative preview

A native Frappe app that connects ERPNext directly to the Meta WhatsApp Cloud API for two-way conversations,

template management, DocType-event notifications and bulk campaigns.

ECOSIRE builds it to your confirmed scope, installs it, and supports it after go-live.

What is WhatsApp Cloud API Suite for ERPNext?

A native Frappe app that connects ERPNext directly to the Meta WhatsApp Cloud API for two-way conversations, template management, DocType-event notifications and bulk campaigns. ECOSIRE builds it to your confirmed scope, installs it, and supports it after go-live. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Key Features

`WhatsApp Settings` single DocType storing Cloud API phone-number ID, WABA ID and access token (encrypted `Password` field), with a built-in connection test against Meta's Graph API
Meta-signed webhook received on a whitelisted endpoint with `hub.challenge` verification and `X-Hub-Signature-256` payload validation before any record is written
`WhatsApp Message` DocType logging every inbound/outbound message with `sent`/`delivered`/`read`/`failed` status updated from Meta status callbacks
Two-way conversation timeline rendered on `Lead`, `Contact` and `Customer` via a client script, so full history lives on the party record
`WhatsApp Template` DocType that syncs template name, language, category, approval status and body/variable placeholders to and from Meta
Variable substitution that maps template placeholders to fields on the triggering document (e.g. `{{1}}` -> `customer_name`, `{{2}}` -> `grand_total`)
DocType-event automation via `hooks.py` doc_events (`on_submit`, `on_update`, `after_insert`) mapped to approved templates through configurable notification rules
Server-script-friendly and API-friendly send methods — whitelisted, permission-checked functions callable from server scripts, buttons or the Frappe REST API
Bulk broadcast campaigns targeting a recipient list, a saved report or a filter, with per-recipient queued sends and delivery reporting
Background-job dispatch (`frappe.enqueue`) and scheduler events for outbound sends, template sync and campaign runs so requests stay responsive and Meta rate limits are respected
Session-window awareness — free-form replies sent inside the 24-hour customer service window, approved templates used to reopen conversations outside it
Media message support (documents, images, PDFs) sent from ERPNext attachments through the Cloud API media endpoints
Role-profile and permission-rule governance so only authorized roles can send, broadcast or edit WhatsApp Settings
Inbound auto-linking that matches sender phone numbers to existing `Contact`/`Customer` records and optionally creates a `Lead` when no match is found

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

  1. 1

    You order

    Start with a one-time build price. We scope it with you at kickoff.

  2. 2

    We build & install

    ECOSIRE builds, configures and installs it on your ERPNext.

  3. 3

    Go live + support

    You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.

Technical Specifications

ERPNext Compatibility
—
License
Licence confirmation required
Python Requirement
Python 3.10+
Database
MariaDB 10.6+

About this Product

In WhatsApp-first markets across MENA, South Asia and LATAM, your leads and customers reply on WhatsApp — but ERPNext core has no WhatsApp channel. Teams end up bouncing between a phone and the desk, copy-pasting order numbers and delivery updates by hand, losing the thread of who said what, and having no record of a conversation attached to the Lead, Contact or Customer it belongs to. Generic broadcast tools sit outside ERPNext entirely, so a quotation status or an invoice reminder never fires from the document that changed. This is exactly where native ERPNext runs out of road.

ECOSIRE builds a proper Frappe app that talks to the Meta WhatsApp Cloud API directly — no third-party messaging middleman marking up every conversation. The app ships its own module and DocTypes: a WhatsApp Settings single DocType holding your Cloud API phone-number ID, WABA ID and encrypted access token; a WhatsApp Message DocType that logs every inbound and outbound message with delivery/read status; and WhatsApp Template records that sync to and from Meta so approval status and variable placeholders stay in step. A whitelisted webhook endpoint receives inbound messages and status callbacks from Meta, verifies the payload signature, and threads each message onto the linked party record, so the full conversation history is visible right on the Lead, Contact or Customer form via a client script timeline.

Automation is wired through hooks.py doc events and server scripts: on_submit of a Sales Invoice can send an approved payment-reminder template, a Delivery Note submission can push a dispatch notification, and a stage change on a Lead can trigger a follow-up — each mapped to a Meta-approved template with variable substitution pulled from the source document's fields. Outbound sending, template sync and campaign dispatch run as background jobs and scheduler events so the request stays responsive and Meta's rate limits are respected. Bulk broadcast campaigns target a recipient list or a report/filter, queue per-recipient sends, and record delivery outcomes back on each WhatsApp Message. Access is governed by Frappe role profiles and permission rules, and every method that touches the Cloud API is a whitelisted, permission-checked endpoint — nothing bypasses ERPNext's own security model.

Because this is build-to-order, there is no instant download. We start with a short scoping call to confirm which DocTypes trigger which templates, your campaign and role requirements, and your Frappe/ERPNext version (v15 or v16). We then build against that scope, provision your WhatsApp Cloud API and message templates with Meta, and validate everything on a staging bench before touching production. Typical delivery is one working week from confirmed scope, depending on how many notification flows and templates you need. You receive the installable source for your version, a git repository handover, documentation, a training session, and a post-go-live support window — you own the code and can extend it yourself afterward.

What you get

  • Installable Frappe app source code built for your confirmed Frappe/ERPNext version (v15 or v16)
  • Installation and configuration on your bench, including WhatsApp Cloud API and Meta template provisioning
  • Technical documentation covering DocTypes, hooks, whitelisted methods, webhook setup and scheduler events
  • End-user guide plus a live training session for your sales and support teams
  • UAT on a staging bench with a documented rollback plan before production cutover
  • Private git repository handover so you own and can extend the code
  • Post-go-live support window for defect fixes and configuration questions
  • Meta App / WhatsApp Business Platform setup guidance (webhook registration, template submission, number verification)

Who this is for

SMB sales team in a WhatsApp-first market

Sales reps in MENA, South Asia or LATAM whose leads reply almost exclusively on WhatsApp. They need every conversation captured on the `Lead`/`Customer` record inside ERPNext, and quotation and follow-up messages sent from approved templates without leaving the CRM.

Customer support and success lead

Support teams handling order status, delivery and payment queries. They want two-way chat with full history, automated dispatch and reminder notifications firing on `Delivery Note` and `Sales Invoice` events, and clear per-agent visibility governed by role profiles.

ERPNext administrator / operations manager

The person responsible for the bench who wants a clean native Frappe app — proper DocTypes, permission rules, background jobs and scheduler events — rather than a fragile external integration, plus a git handover so the code can be maintained in-house.

Marketing manager running broadcasts

Runs promotional and re-engagement campaigns to segmented recipient lists. Needs Meta-approved template broadcasts targeting saved reports or filters, with delivery outcomes recorded back in ERPNext for reporting.

How WhatsApp Cloud API Suite for ERPNext Compares

CriterionECOSIRECustom BuildCompetitorERPNext Native
Channel integrationNative Frappe app calling Meta Cloud API directlyDepends on in-house skill and timeOften routes through a third-party BSP middlemanNo WhatsApp channel in ERPNext core
Two-way history on recordsFull conversation threaded onto Lead/Contact/CustomerBuildable but rarely finishedUsually outbound-only or a separate inboxNot available
DocType-event automationhooks.py doc events + server scripts with variable substitutionMust be designed and coded from scratchLimited to fixed trigger setNone
Template sync with MetaWhatsApp Template DocType syncs status and variablesHand-rolled per projectVaries; sometimes manualNot applicable
Bulk broadcastsQueued campaigns to lists/reports with delivery loggingNeeds rate-limit and queue engineeringCommon, but outside ERPNext dataNot available
Version fit and code ownershipBuilt for your v15/v16 bench, git repo handoverYou own it, but you build itVendor-controlled, upgrade at their paceN/A
Permissions and securityFrappe role profiles + whitelisted, signature-verified endpointsOnly as good as the buildVaries by vendorN/A
Support modelBuild, install, post-go-live support windowSelf-supportedTicket queue, shared roadmapCommunity only

Frequently Asked Questions about WhatsApp Cloud API Suite

Is this an existing app I can download and install today?

No. This is a build-to-order Frappe app. ECOSIRE builds it to your confirmed scope, provisions the Meta WhatsApp Cloud API and templates, validates on staging, and installs it on your bench. There is no instant marketplace download.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The exact timeline depends on how many DocType-triggered notification flows, templates and campaign features you need. We agree the scope on the initial call and give you a firm estimate before starting.

Which ERPNext versions are supported?

We build for Frappe/ERPNext v15 and v16. We confirm your exact bench version during scoping and build and test against it, so the app matches your environment rather than assuming a generic release.

Do I need a Meta WhatsApp Business account, and are message fees included?

Yes — you need a Meta WhatsApp Business Account (WABA) and a verified phone number on the WhatsApp Cloud API. We guide you through the setup, webhook registration and template approval. Meta's per-conversation messaging fees are billed by Meta directly and are separate from our build fee.

How does the two-way chat and automation actually work technically?

Outbound sends use the Cloud API via whitelisted, permission-checked methods and background jobs. Inbound messages and delivery statuses arrive on a signature-verified webhook and are logged to a `WhatsApp Message` DocType, threaded onto the linked `Lead`/`Contact`/`Customer`. Automated notifications fire from `hooks.py` doc events and server scripts with variables substituted from the source document.

What support and updates do I get after go-live?

You receive a post-go-live support window for defect fixes and configuration questions, plus a full git repository handover so your team owns the code and can extend it. Ongoing enhancements, version upgrades or added notification flows can be arranged as a separate scope.

Can I add new notification triggers or campaign types later?

Yes. Because the automation is driven by configurable notification rules mapped to `hooks.py` doc events and server scripts, new triggers and templates can be added. Since you receive the source and git repo, your team can implement them or engage ECOSIRE for further work.

Request a quote

WhatsApp Cloud API Suite

A native Frappe app that connects ERPNext directly to the Meta WhatsApp Cloud API for two-way conversations, template management, DocType-event notifications and bulk campaigns. ECOSIRE builds it to your confirmed scope, installs it, and supports it after go-live.

  • `WhatsApp Settings` single DocType storing Cloud API phone-number ID, WABA ID and access token (encrypted `Password` field), with a built-in connection test against Meta's Graph API
  • Meta-signed webhook received on a whitelisted endpoint with `hub.challenge` verification and `X-Hub-Signature-256` payload validation before any record is written
  • `WhatsApp Message` DocType logging every inbound/outbound message with `sent`/`delivered`/`read`/`failed` status updated from Meta status callbacks
  • Two-way conversation timeline rendered on `Lead`, `Contact` and `Customer` via a client script, so full history lives on the party record

Request a Quotation

Tell us about your WhatsApp Cloud API Suite requirements and we'll send pricing, licensing options and a tailored proposal — usually within one business day.

No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.