Order confirmation
Sales order created or confirmed
Items, amount and expected dispatch, sent the moment the sales order is saved in SAP Business One.
SAP → WhatsApp
SAP Business One WhatsApp Integration
Send order confirmations, invoices, dispatch alerts and payment reminders from SAP Business One straight to your customers and dealers on WhatsApp — on the official WhatsApp Business API, with every reply in one shared team inbox.
Built for manufacturers and distributors in India and worldwide that run SAP Business One
How do you connect WhatsApp to SAP Business One?
Through the official WhatsApp Business API and a connector that listens for SAP Business One documents. Myalgomate Technologies does this with Lead Pattern, our own WhatsApp platform. When a sales order, delivery, invoice or payment due date is posted in SAP B1, the customer gets a WhatsApp message from an approved template, and their replies land in one shared team inbox.
Why SAP Business One users move updates to WhatsApp
Your customers, dealers and transporters already read WhatsApp all day. Yet in most companies, order confirmations, invoice copies and payment follow-ups still go out by hand: someone opens SAP Business One, downloads a PDF and sends it from their own phone. Messages get missed, numbers don’t match SAP, and nobody else can see what the customer replied.
With the integration, SAP Business One itself triggers the message when the document is posted, so the WhatsApp copy always matches SAP, and the whole team sees every conversation.
Common problems it fixes
- Invoice PDFs sent by hand from personal phones
- Customers calling to ask “has my order been dispatched?”
- Payment reminders forgotten until month-end
- Customer replies lost in one salesperson’s chat
What SAP Business One can send on WhatsApp
These are the messages the Lead Pattern SAP Business One WhatsApp connector covers. Each one uses a WhatsApp template you choose.
Invoice
A/R invoice posted
The SAP invoice PDF goes to the customer on WhatsApp, so their copy always matches SAP.
Dispatch alert
Delivery posted
Transporter and tracking details as soon as the delivery is posted, so customers stop calling to ask.
Payment reminder
Payment due or overdue
A polite reminder with a pay link when an invoice falls due or goes overdue.
Delivery confirmation
Delivery completed
A short confirmation when goods are delivered, with a request for feedback.
Quotation
Quotation PDF
The quote is sent on WhatsApp so the customer can review and approve it from their phone.
How the SAP Business One WhatsApp integration works
- You choose which SAP Business One events send a message (for example sales order, delivery, invoice, payment due) and which approved WhatsApp template each one uses.
- The connector reads those documents through SAP Business One’s standard interfaces — no custom code inside SAP and no separate middleware.
- The message goes out on the official WhatsApp Business API from your company’s own business number.
- When a customer replies, the chat lands in a shared team inbox with the order details next to it, so sales, accounts or dispatch can answer.
- Start with one message type — order confirmations or dispatch alerts are the usual first step — and add more once the team is comfortable.
Why it needs the official WhatsApp Business API, not a personal number
The free WhatsApp Business app runs on one phone for one person. Messages sent automatically from SAP Business One need Meta’s official WhatsApp Business Platform instead: your business number is registered on it, each message template is approved by Meta in advance, and Meta charges for business messages. A personal WhatsApp number can’t be used for this.
Lead Pattern is an official Meta Tech Provider, so your number is set up on the official platform from day one.
Lead Pattern and Myalgomate Technologies: who does what
| Lead Pattern (our WhatsApp platform) | Myalgomate Technologies (our SAP Business One team) |
|---|---|
| Your business number on the official WhatsApp Business API | Checks your SAP Business One set-up before you start |
| The SAP Business One connector and message templates | Works out which SAP documents and fields each message needs |
| Shared team inbox, broadcasts and chatbots | Builds anything beyond the standard connector, such as WhatsApp approvals recorded against the SAP document, as SAP Business One enhancement work |
Lead Pattern says most customers go live in 2–4 weeks, depending on scope: about a week of scoping, connector set-up and mapping in weeks 1–2, then a pilot and go-live in weeks 2–4.
Related: SAP B1 dealer portal (dealers place orders themselves), GST e-invoice and WhatsApp alerts guide and SAP Business One AI.
Frequently Asked Questions
Is there a WhatsApp integration for SAP Business One?
Yes. Lead Pattern, our own WhatsApp platform, has a native SAP Business One connector. It sends WhatsApp messages when sales orders, deliveries, invoices and payment due dates are posted in SAP B1.
Do we need middleware or custom code inside SAP Business One?
No. The connector uses SAP Business One’s standard interfaces, and data flows from SAP to Lead Pattern to WhatsApp.
Which SAP Business One events can send WhatsApp messages?
Sales order created or confirmed, delivery posted, invoice posted and payment due. Each event is mapped to a WhatsApp template you choose.
Can customers reply to the WhatsApp messages?
Yes. Replies go to a shared team inbox with the order details alongside, so anyone in the team can answer.
Can we use our existing WhatsApp number?
Automatic messages from SAP need a number registered on Meta’s official WhatsApp Business Platform, with message templates approved in advance. A personal WhatsApp number can’t be used for this. We explain the options when we review your set-up.
Can we start with just one type of message?
Yes. Many companies start with order confirmations or dispatch alerts and add invoices and payment reminders later.
Can the WhatsApp invoice carry the GST e-invoice QR code?
The WhatsApp message carries the SAP invoice PDF. For how the IRN and QR code get onto that invoice, see our GST e-invoice guide for SAP Business One.
Does it work with SAP S/4HANA?
This page is about SAP Business One. Lead Pattern lists SAP S/4HANA and SAP ECC as coming soon.
Is our SAP data safe?
Lead Pattern encrypts data in transit and at rest and uses role-based access, so each team member sees only what their role allows.
Last updated: 13 November 2026
Put your SAP Business One on WhatsApp
Book a free review. We look at your SAP Business One documents and the messages your customers need, and suggest where to start. Delivered remotely by video call and secure remote SAP access.