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WhatsApp Cloud Business Suite for ERPNext — A build-to-order Frappe app that connects ERPNext to the official WhatsApp Cloud  — 1/1Illustrative preview

A build-to-order Frappe app that connects ERPNext to the official WhatsApp Cloud API for two-way messaging,

template-based notifications, document delivery, and an in-Desk chat inbox.

ECOSIRE scopes, builds, installs, and supports it for your team.

What is WhatsApp Cloud Business Suite for ERPNext?

A build-to-order Frappe app that connects ERPNext to the official WhatsApp Cloud API for two-way messaging, template-based notifications, document delivery, and an in-Desk chat inbox. ECOSIRE scopes, builds, installs, and supports it for your team. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Key Features

Connects ERPNext to the official Meta WhatsApp Cloud API (Graph API `/messages`) — not an unofficial web-scraping bridge that risks a ban
`WhatsApp Settings` single DocType stores phone number ID, WABA ID, and a permanent access token encrypted at rest via Frappe's password field type
Inbound webhook receiver as a whitelisted `allow_guest` method that verifies Meta's `X-Hub-Signature-256` HMAC signature before processing any payload
`WhatsApp Message` DocType logs every inbound/outbound message with `sent`/`delivered`/`read`/`failed` status and a Link back to Customer, Lead, or Contact
Two-way chat inbox rendered in Desk, updated live via `frappe.publish_realtime` so agents see incoming replies without refreshing
`WhatsApp Template` DocType mirrors your Meta-approved templates and maps ERPNext field values into `{{1}}`, `{{2}}` body parameters
Document-event triggers wired through `doc_events` in `hooks.py` — e.g. `Sales Invoice.on_submit`, `Payment Entry.on_submit`, `Delivery Note` dispatch updates
Attaches rendered PDFs (invoices, quotations, statements) as WhatsApp document messages using ERPNext Print Formats
24-hour customer-service-window tracking that auto-selects a session message vs. an approved template to stay policy-compliant
Scheduler event (`scheduler_events` hook) reconciles pending delivery statuses and retries transient API failures with backoff
Role-based access via a dedicated role profile so only authorized agents can view threads or send messages, enforced by DocType permissions
Whitelisted REST methods (`frappe.whitelist()`) for sending from client scripts, custom buttons, or external systems over the Frappe REST API
Optional keyword/menu chatbot flows driven by inbound message parsing for common queries (order status, statement request)
Client script buttons on Sales Order, Invoice, and Contact forms to send a WhatsApp message directly from the document

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 customers read a WhatsApp message in seconds and ignore email for days. ERPNext ships email and SMS notification channels out of the box, but it has no native, supported connection to the WhatsApp Cloud API — no template management, no session-window handling, no two-way inbox, and no way to attach a rendered invoice PDF to an outbound message. Teams end up copying order numbers into a personal WhatsApp on someone's phone, which loses the audit trail, breaks when that person is out, and never scales past a handful of conversations.

The WhatsApp Cloud Business Suite is a proper Frappe app (its own module, DocTypes, hooks.py, and fixtures) that ECOSIRE builds and installs on your ERPNext v15 or v16 bench. At its core is a WhatsApp Settings single DocType holding your Meta WhatsApp Business Account credentials (phone number ID, permanent access token stored encrypted, and app secret for webhook signature verification). A WhatsApp Message DocType logs every inbound and outbound message with delivery status, linking each thread back to the related Customer, Lead, or Contact so conversations live inside ERPNext rather than on a phone. Outbound sends go through whitelisted server-side methods that call the Cloud API /messages endpoint; a webhook receiver (a whitelisted, allow_guest method that validates Meta's X-Hub-Signature-256 HMAC) ingests inbound messages and status callbacks, updating message records via frappe.db.set_value and publishing realtime events to the Desk inbox.

We wire notifications to real business events using doc_events in hooks.py — for example on_submit of Sales Invoice triggers an approved template message with a link to (or PDF of) the invoice, and on_update_after_submit of Delivery Note sends a dispatch update. Template messages are managed through a WhatsApp Template DocType that mirrors your Meta-approved templates and their variable placeholders, so non-developers can map ERPNext fields to {{1}}, {{2}} parameters without touching code. Because the 24-hour customer-service window rules which message types are allowed, the app tracks the last inbound timestamp per contact and automatically chooses between a free-form session message and an approved template — respecting Meta's policy instead of getting your number flagged. A scheduler event reconciles pending delivery statuses and retries transient failures.

Because this is build-to-order, nothing ships as a blind download. We start with a short scoping call to confirm your exact document events, template catalog, role permissions, and ERPNext version, then build against your requirements and deliver on a staging/UAT bench first. Typical delivery is one working week from confirmed scope, depending on how many templates and triggers you need. You get the full source in a Git repository, a documented install, user training, and a post-go-live support window — you own the code and can extend it yourself or keep it under our maintenance.

What you get

  • Installable Frappe app source code for your scoped build, pinned to your ERPNext v15 or v16 version
  • Installation and configuration on your bench, including Meta WhatsApp Business Account and webhook wiring
  • Technical documentation covering DocTypes, hooks, whitelisted methods, and webhook setup
  • End-user guide plus a live training session for your sales and support agents
  • UAT on a staging bench with a documented test plan and a rollback procedure before production go-live
  • A defined post-go-live support window for defect fixes and adjustments
  • Git repository handover with full commit history so you own and can extend the code
  • Configured template mapping and document-event triggers matching your agreed scope

Who this is for

Sales team in a WhatsApp-first market

Reps who close deals over WhatsApp and need to send quotations, order confirmations, and payment reminders from ERPNext without switching to a personal phone or losing the audit trail.

Customer support lead

Manages a shared support queue and wants every WhatsApp conversation logged against the Customer record in ERPNext, with role-based access so agents only see what they should and no context is lost when someone is on leave.

ERPNext administrator / ops manager

Owns the bench and wants automated, event-driven notifications (invoice submitted, delivery dispatched, payment received) that fire reliably from document events — installed cleanly as a proper app they can maintain and upgrade.

Finance / accounts receivable

Sends statements and payment reminders and needs invoice PDFs delivered over WhatsApp with delivery/read confirmation, so collections follow-up is faster and traceable inside ERPNext.

How WhatsApp Cloud Business Suite for ERPNext Compares

CriterionECOSIRECustom BuildCompetitorERPNext Native
Delivery modelBuild-to-order, scoped and installed for youYou hire and manage developersInstant download, generic to all buyersNot available — no WhatsApp channel
WhatsApp Cloud API integrationOfficial Cloud API with signed webhook verificationDepends on your team's expertiseOften present but varies in qualityNone; only email and SMS channels
Two-way inbox in DeskLive realtime inbox linked to Customer/LeadBuildable but significant effortSometimes; often send-onlyNone
Document-event triggersWired to your exact `doc_events` in scopeYou design and maintain the hooksFixed set, hard to changeEmail/SMS notifications only
Fit to your workflowTemplates and triggers match your processFully bespoke if you invest the timeOne-size-fits-all, limited configGeneric, no WhatsApp
Source code ownershipFull Git repo handed over to youYou own what you buildUsually closed or license-lockedN/A
Support & updatesPost-go-live window plus optional maintenanceYour team's responsibilityVendor SLA varies; may lapseFrappe community support
Version compatibilityPinned and tested on your v15/v16 benchYou handle version driftMay lag behind ERPNext releasesAlways current with core

Frequently Asked Questions about WhatsApp Cloud Business Suite

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

No. This is a build-to-order engagement. ECOSIRE scopes your exact requirements, builds the Frappe app against your ERPNext version, and installs it for you. There is no instant download — you receive tested, documented source code delivered on a staging bench first.

How long does delivery take?

Typically one working week from confirmed scope. The exact timeline depends on how many message templates, document-event triggers, and chatbot flows you need. We confirm a firm schedule on the scoping call before any work begins.

Do I need my own WhatsApp Cloud API account?

Yes. You need a Meta WhatsApp Business Account with an approved phone number and access token. This uses the official Cloud API, so message templates must be approved by Meta. We guide you through the setup and wire the credentials, webhook, and templates into ERPNext as part of the build.

Which ERPNext versions are supported?

We build and test against Frappe/ERPNext v15 and v16. We pin the app to your specific version at delivery so it installs cleanly on your bench without dependency conflicts.

What about support and future updates?

Every build includes a defined post-go-live support window for defect fixes. Because you receive the full Git repository, your team can extend the app yourselves, or you can keep it under an ongoing ECOSIRE maintenance arrangement for updates and enhancements as your templates and workflows change.

Will this comply with WhatsApp's messaging policy?

Yes. The app uses the official Cloud API, tracks the 24-hour customer-service window per contact, and automatically chooses between a free-form session message and a Meta-approved template so your number stays policy-compliant and avoids being flagged.

Can it send invoice and quotation PDFs, not just text?

Yes. It renders ERPNext Print Formats to PDF and sends them as WhatsApp document messages. We map which Print Format is used for each document type during scoping.

Request a quote

WhatsApp Cloud Business Suite

A build-to-order Frappe app that connects ERPNext to the official WhatsApp Cloud API for two-way messaging, template-based notifications, document delivery, and an in-Desk chat inbox. ECOSIRE scopes, builds, installs, and supports it for your team.

  • Connects ERPNext to the official Meta WhatsApp Cloud API (Graph API `/messages`) — not an unofficial web-scraping bridge that risks a ban
  • `WhatsApp Settings` single DocType stores phone number ID, WABA ID, and a permanent access token encrypted at rest via Frappe's password field type
  • Inbound webhook receiver as a whitelisted `allow_guest` method that verifies Meta's `X-Hub-Signature-256` HMAC signature before processing any payload
  • `WhatsApp Message` DocType logs every inbound/outbound message with `sent`/`delivered`/`read`/`failed` status and a Link back to Customer, Lead, or Contact

Request a Quotation

Tell us about your WhatsApp Cloud Business 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.