Integrations · MessagingConnect WhatsApp to Well
Pull attachment and sender out of WhatsApp threads into structured workspace records, with the original conversation linked.
What Well pulls from WhatsApp
WhatsApp feeds the photos and PDFs you send to Well's WhatsApp Business number into Well as documents. Well only receives what you send and replies to confirm receipt; disconnect at any time from Connections to stop adding new messages to your workspace.
| From WhatsApp | In Well | Relation | |
|---|---|---|---|
| Attachment | Document | Extracts as | |
| Sender | Person | Resolves to |
- Sync mode
- real-time webhook
- Refresh
- events on push
- Direction
- WhatsApp → Well
What Well does with your WhatsApp connection
Connect
Connect WhatsApp by verifying your phone number: Well sends a code to it on WhatsApp, and once you enter the code, the photos and PDFs you send to Well's WhatsApp Business number land in your workspace. Well holds no WhatsApp credential of yours.
Sync
Meta delivers each message you send to Well's WhatsApp Business number as it arrives. Well saves the photos and PDFs as documents and replies to confirm receipt. Well reads no other chat and backfills no history; only what you send reaches Well.
Enrich
Well extracts the fields from each photo or PDF into a document, matches it to the Well user whose verified number sent it, assigns categories, and links it to an audit trail across the rest of your connected tools.
Available
The documents you send from WhatsApp land in the workspace, where you can search, chart, and automate them.
Questions WhatsApp unlocks
Ask in plain language. Well answers from your connected WhatsApp connection, resolved against the rest of your stack.
Ask anything about your WhatsApp connection
Ask about your WhatsApp connection…
1 agent skill runs on WhatsApp.
Well lists WhatsApp in the connection check every skill runs before it answers. No skill reads it for a figure yet.
Connects and checks WhatsApp
Connect WhatsApp in three steps
- 01
Verify your phone number
Open Connections > WhatsApp in Well and enter your phone number. Well sends a verification code to it on WhatsApp; enter the code in Well to link the number to your workspace, and Well sends a welcome message on WhatsApp. There is nothing to install and no WhatsApp token to paste.
- AuthVerified phone number
- 02
Map your entities
Send invoices, receipts, and photos of paper documents to Well's WhatsApp Business number as photos or PDF files. Meta delivers each message to Well over a signed webhook, Well replies to confirm receipt, and Well extracts the fields into a structured workspace record.
- Mappingpreconfigured by Well
- 03
Use the data
Use the captured documents in conversation or in records tables. Well reads no other chat; only the files you send to its number reach your workspace.
- First syncstarts as soon as connect completes
Disconnect WhatsApp in Connections at any time to stop linking new messages to your workspace.
How WhatsApp stays secure with Well
You send documents to Well's WhatsApp Business number. Meta delivers each message to Well over a webhook signed in the x-hub-signature-256 header, and Well rejects any delivery whose signature does not match. Your phone number is linked to your workspace by a verification code. Well holds no WhatsApp token of yours; its only credentials are its own server keys for Meta's API.
- granted
Receive what you send to Well's WhatsApp number
Only the messages you send to Well's WhatsApp Business number, delivered by Meta's signed webhook, plus Well's replies confirming receipt. Well reads no other chat.
- granted
Resolve attachment and sender across your stack
Match identifiers in WhatsApp against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete WhatsApp records
Not granted; WhatsApp is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Hold a WhatsApp token of yours
Not needed; your phone is linked by a verification code, and Well's only credentials are its own server keys for Meta's API.
Frequently asked questions about WhatsApp and Well
How do I connect WhatsApp to Well, and how long does it take?
Open Connections > WhatsApp in Well and enter your phone number. Well sends a verification code to it on WhatsApp; enter the code in Well to link the number to your workspace. From then on, send invoices and receipts as photos or PDFs to Well's WhatsApp Business number and they land in your workspace. There is nothing to install and no WhatsApp token to paste.
What does Well pull into the workspace from WhatsApp?
Well brings in attachment, and sender from WhatsApp and reshapes each entity into your workspace: attachment becomes document; sender becomes person. Every record arrives with the source identifier preserved, so WhatsApp stays the source of truth while Well lets you query the data alongside the rest of your stack.
How does Well turn WhatsApp threads into trackable action items?
Conversations in the channels you watch get parsed for commitments, deadlines, and decisions. Each surfaced action item becomes a workspace record with the original WhatsApp thread linked, the assignee resolved to a team member entity, and a due date when one's stated. Asking "what did we promise customers in WhatsApp last week" returns the open commitments as a queryable list.
Can Well surface a sender from WhatsApp when I ask questions in conversation?
Yes. WhatsApp senders are indexed in your workspace as person, so questions like "show me last week's senders from WhatsApp" return them with the original WhatsApp link, the workspace context, and any related records (counterparty, period, attached document) joined inline.
How often does WhatsApp sync with Well, and what triggers a refresh?
Meta delivers each message you send to Well's WhatsApp Business number to Well within seconds, and Well saves its photos and PDFs as documents. Well reads no other chat and does not poll WhatsApp, so only what you choose to send reaches your workspace.
Can I disconnect WhatsApp and what happens to the data Well already pulled?
Open Connections > WhatsApp in Well and disconnect it. Messages you send to Well's WhatsApp Business number after that are no longer added to your workspace, and Well replies that the number is not linked. Documents already captured stay in your workspace; Support can purge them on request.
How does Well protect what it pulls in from WhatsApp?
The WhatsApp records Well holds are encrypted at rest and handled in line with GDPR. See /privacy for the current data-handling policy.
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Ready to connect WhatsApp?
Connect once. Every attachment, sender from WhatsApp becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.