WhatsApp Loyalty Automation Setup

Process Goal:
Create a WhatsApp-based loyalty CRM where mechanics can submit coupon codes, earn points, check balances, and redeem gifts.

Steps in the Workflow:

Message Received (WhatsApp)

Mechanic sends a message (coupon code or command).

Coupon Validation (Google Sheets)

If message = coupon code → check against Coupons tab.

If valid & unused → mark as used, add points to mechanic’s record in Users tab.

If invalid/used → send error message.

User Balance Management

When mechanic sends “POINTS” → system fetches their current points from Users tab and replies.

Gift Catalog Display

When mechanic sends “GIFTS” → system lists available rewards from Gifts tab.

Redemption Handling

When mechanic sends “REDEEM <gift>” → system checks balance.

If enough points → deduct points, log redemption in Redemptions tab, confirm via WhatsApp, notify admin.

If insufficient points → send error message.

Admin Notifications

On each redemption, send notification to admin (via WhatsApp).

Key Integrations:

WhatsApp Cloud API (receive/send messages)

Google Sheets (coupons, users, gifts, redemptions)

Zapier Automations (logic + workflows)