ERP / Messaging

WhatsApp Integration with Business Central — Document Sharing

Automated document sharing from Business Central over WhatsApp — sending invoices, order confirmations, and PDF attachments to customers directly from the ERP with delivery tracking.

  • Business Central
  • AL
  • WhatsApp API
  • Azure Functions
The Challenge

Customers wanted their invoices and order confirmations on WhatsApp, not buried in email — but staff were manually downloading PDFs from Business Central and forwarding them by hand, one document at a time.

In many markets WhatsApp is where customers actually read their messages — email invoices go unopened for days. This client's team was bridging that gap by hand: export the invoice PDF from Business Central, save it, open WhatsApp, find the customer, attach, send. Every document, every time.

What we built

We built a native WhatsApp integration inside Business Central. Invoices, order confirmations, and PDF attachments now go out over WhatsApp directly from the ERP — automatically, with delivery tracking so staff can see what reached the customer.

How it works

  • AL extensions trigger sends straight from Business Central documents
  • Azure Functions call the WhatsApp API to deliver invoices and PDFs
  • Order confirmations and attachments sent without leaving the ERP
  • Delivery tracking so the team knows what was received
Meet customers where they already are. Sending an invoice should be one click inside the ERP, not a five-step manual chore.
Automated
Invoice & PDF sharing
WhatsApp
Customer delivery
Native
BC integration
More Work

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