Here you will learn how to generate flows from predefined templates that adjust to your needs and speed up the deployment of your business to production.

🚀 Creating a predefined flow

To create a flow using an Atom base template, follow these steps:

Enter the Create Flows area and select the "Predefined Flows" button.
Filter by industry and complexity level according to what you need. You can choose from already structured options such as Appointment Confirmation or Vehicle Interest.
Click USE on the desired flow and select the WhatsApp number that will send it.
Click Continue to open the Flowbuilder.

⚠️ Important: Before saving your flow, you must assign it a different name from the original predefined flow.

If the base flow contains templates or custom fields that do not exist in your account, Atom will notify you of their absence and give you the option to create them automatically.

🛠️ Creating a flow from scratch

If you prefer to build your strategy from scratch:

Enter the Create Flows area and click the Create button.
Select the destination WhatsApp number and click Continue.
In the right panel of the creation screen, choose your Trigger. You can choose from:
- Template: To send a proactive WhatsApp message. (You must have the template previously approved).
- Webhook: To trigger the flow from an external system (e.g. CRM or web server).

🌐 Configuring a flow with Webhook

If you chose Webhook as a trigger, here are the technical steps to configure it:

Connect the Webhook component with a Template component on the canvas and add the rest of the components you need.
Copy the Webhook input parameters. You can do this by double-clicking the component and selecting "Show POST request", or by copying the JSON format directly from the component button.

Base structure of a Webhook JSON:

JSON

{ 
"phone": "", 
"company_name": "", 
"fecha_cita": "", 
"monto": "", 
"name": "" 
}

📌 Parameter rules:

The phone parameter (destination phone) is always required. It must be entered with the + sign and area code, with no hyphens or spaces (e.g. +5795755112756).
If your flow template includes variables ({{1}}, {{2}}), these fields will become required parameters in your Webhook.

🧪 How to test your Webhook in Postman?

Once your flow is published, validate that it works by sending a request from Postman:

Go to the Campaigns > Webhooks module.
Copy the flow URL.
In Postman, configure the Headers:
- Content-Type: application/json
- Authorization: Bearer xxxxx (Replace the 'x' with the API Token you get in My Company > Security Settings).
In the Body tab (in raw format), write the parameters in JSON.
Send the request and verify the response codes.

Common Response Codes:

200 - Ok: Webhook executed successfully.
401 - Unauthorized: API token does not exist or is invalid.
404 - Not Found: Incorrect token (Company not found).
500 - Internal Server Error: A required parameter is missing or the contact is already running an active flow.

📤 Returning data using HTTP Request (POST)

If you need to send back the data collected in your flow to your CRM:

Insert the HTTP Request component at the end of your flow.
Select the POST method and insert your destination URL.
Enable the Body button to send the request in JSON format.
Write the JSON. To dynamically insert a field that the bot saved, press the / (slash) key and select the desired variable. (Make sure the variables are wrapped in double quotes "").
Perform simulations to ensure the data travels correctly.

Ready to automate at scale! 🚀

Mastering the creation of predefined flows and integration with Webhooks and HTTP requests allows you to connect your systems and deliver a seamless experience without human intervention. ✅

Create your predefined flow from scratch