Process automation is key to efficient maintenance management. With the Fracttal Hub add-on, Fracttal One integrates seamlessly with external services such as WhatsApp, optimizing communication within the maintenance team.
This article provides the necessary steps to configure WhatsApp notifications for the assignment of new WOs, thus facilitating task coordination and tracking.
| Fracttal | ||
|---|---|---|
| Critical alerts (alerts, failures, and readings outside the established range) |  | Notification |
| Status change or completion of WOs (Work Orders) | | Notification |
| Assignment of new tasks | | Notification |
| Specific requests and inquiries | | Notification |
The availability of these add-ons depends on your plan. Verify add-on compatibility with your plan, and if you have questions, consult the Customer Success team.
Before starting, make sure you have:
The Fracttal Hub add-on activated in your account.
An account in the WhatsApp Business API with a message template previously approved by Meta for sending notifications.
Process Overview
The configuration consists of four steps to create the automation:
Permission Group: Define what the automation can "see" and "do" in Fracttal One.
API Connection (OAuth Client): Create credentials (key and secret) for communication with the Fracttal One API, linking them to the permission group.
Flow in Fracttal Hub: Build the automation logic, defining source (Fracttal) and destination (WhatsApp).
Automator Event: Define the trigger that will start the flow.
The first step is to ensure that our automation has the necessary access securely, without granting excessive permissions.
In the left sidebar menu of Fracttal One, navigate to "Settings".
Click on "User Accounts".
At the top of the screen, select the "Permissions" tab.
Click the addition icon (+) in the upper right corner to create a new group.
Give it a descriptive name.
In the permissions matrix, you must enable at least the view (See) permissions for the modules that will be used in the flow.
Save the permission group.
Step 2: Configure the API Connection (OAuth Client)
Now, create the access credentials that will use the permission group you just defined.
In the Settings menu, click on API Connections.
At the top, click on the OAuth Clients tab.
Click the addition (+) button in the lower right corner to create a new connection.
Complete the following fields in the side panel:
Authorization Type: Select Client Credentials.
Name: Provide a clear identification name.
Description: Add a brief detail about its purpose.
Permission Group: Select the group created in Step 1.
Enable Fracttal Hub (Middleware): Check this box. This is crucial to allow Fracttal Hub to use this connection.
Click Save.
The platform will automatically generate and display a Key and a Secret. These are your API credentials.
Step 3: Develop the Flow in Fracttal Hub
This is the central step, where we build the automation logic.
In the main menu, navigate to Automator and select Fracttal Hub.
Create a new flow and give it a name.
The flow screen is divided into parts: Trigger, Source, Connection, and Configuration.
Trigger:
Click and select Event.
Source:
Click to configure.
Module: Select Fracttal.
Connection: Choose the API connection created in Step 2.
Action: Select the action that will provide the data.
Connection:
Click to configure.
Module: Select WhatsApp.
Connection: Choose your preconfigured WhatsApp connection.
Action: Select the action that will provide the data.
Template Name / Content SID: This is a unique identifier for the text to be sent.
Recipient phone number: Enter the phone number that will receive the notification, in international format (country code + area code + number, without spaces or special characters. Example: 5511999991234).
Configuration:
Click to detail.
Fields:
Perform a detailed mapping of the data corresponding to each of the fields.
Note: The exact names of the Fields will depend on how you configured your source. If you use a source other than the recommended one, you must review the available fields to perform the mapping correctly.
Step 4: Create the Automator Event
Finally, configure the trigger that starts the entire process.
In the main menu, go to Automator and select Events.
Create a new event by clicking the addition button (+).
General Tab:
Module: Select Tasks.
Submodule: Select Work Orders.
Event: Choose New WO.
Description: Give a clear name, such as "WhatsApp Notification".
Conditions Tab:
To add the condition, click the (+) icon in the lower right corner.
Define the rule that must be met for the event to trigger. For example:
Condition: Responsible
Operation: Is equal to
Type of responsible: Human Resources
Value: Name of the responsible person who will receive the notification
Actions Tab:
Define what will happen when the condition is met.
Action: Select Fracttal Hub.
Fracttal Hub: Select the flow you created in Step 3 (Sending WhatsApp notification).
To finish the process, click the Save button.
Notes:
Integration available in: Portuguese (BR), Portuguese (EU), Spanish, English, French, and Italian.
Requirements: You need to have a WhatsApp account and have the Fracttal HUB Add-on activated.