SHEET-TRIGGERED RECIPE

Order from another channel.

Instant row via Zapier, or a daily export. Rows come from marketplaces, non-shopify stores, order forms. A new row starts a two-way WhatsApp journey: confirm the order → wait for reply → notify the team.

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Category
Purchases & payments
Meta template category
Utility
Send
When the order row arrives
Stops when
They reply, or the order ships

SET UP

1. The sheet.

Only Phone is required, with the country code. The other columns personalise the message and help your team when the customer replies. Keep the column names in row 1 and don’t leave blank rows.

  • Name: used in the message or for your team
  • Phone: required, with country code (for example +61 412 000 184)
  • Order: used in the message or for your team
  • Status: used in the message or for your team
  • Consent (recommended): record that the person agreed to WhatsApp messages, and when
Order from another channel · Sheet1
ABCDE
1NamePhoneOrderStatusConsent
2Sarah+61 412 000 184#10482PaidYes
3Tom+61 433 000 912#10483PaidYes
4Ana+64 21 000 457#10484ShippedYes

Row 1 holds the column names. The highlighted row is the newest: adding it starts the journey. Example data only.

DATA IN

2. How the rows get there.

Instant row via Zapier, or a daily export. These tools can add a row for each new record. Pick yours for step-by-step setup.

See all data sources →

TEMPLATES

3. The messages.

When the order row arrivesUtility
Hi {{1}}, we’ve got your order {{2}}. We’ll message you here when it ships.

{{1}} = Sarah

{{2}} = #10482

When status changes to shippedUtility
Hi {{1}}, order {{2}} has shipped. Track it here: {{3}}

Example wording. Submit your own version to Meta as a template; Meta confirms the category. Marketing templates need marketing consent and an opt-out.

BUILD

4. Build it in ConvoHut.

  1. 01

    Create the automation. In ConvoHut, open Automations, then Create Automation. Name it and tick the markets you message.

  2. 02

    Choose the trigger. Pick New Sheet Row. Choose the spreadsheet and tab, and map Phone (required) plus Name.

  3. 03

    Add the first message. Add a Send Message node with your approved template. Map each variable to a column.

  4. 04

    Wait for a reply. Add Wait for Reply. On Reply, add Notify Me so your team picks it up in the inbox.

  5. 05

    Handle no reply. On Timeout, add the follow-up template, then End Flow.

  6. 06

    Pass compliance and activate. ConvoHut checks consent rules and the opt-out for each market you picked. Then click Activate Now, and test with your own number first.

SHEET TRIGGERNew Sheet Row
SEND MESSAGEmarketplace_v1
WAIT FOR REPLYTimeout: 1d
On Reply
NOTIFY MENotify the team
On Timeout
SEND MESSAGEFollow-up template

GET IT RIGHT

5. Measure and avoid.

What to measure

  • Where-is-my-order questions
  • Delivery issues caught early

Mistakes to avoid

  • Promotions in order updates
  • Missing the tracking link

FAQ

Questions.

Do I need to change how my tools work?

No. Keep using your form, booking or accounting tool. You only need it to add a row to a Google Sheet for each new record, which most tools can do directly or through Zapier or Make.

What if a row has no phone number, or a bad one?

ConvoHut needs a phone number with the country code. Rows without one are skipped, so validate the phone field in your form or export.

Will editing an old row send another message?

A new row starts the journey. Turn on Fast Edit Detection if you want edits to phone, name or email to update the existing contact within seconds.

Is this marketing or utility?

For this recipe we suggest utility. Meta decides the category when it reviews your template. Marketing needs marketing consent and an opt-out.

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