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Admin access to the Meta business portfolio that owns your WhatsApp Business Account is required to create the app and connect it to that portfolio.

Create a Meta app

A Meta app holds the App ID and App secret StackOne uses to connect to WhatsApp through Facebook Login for Business.

1

Sign in to Meta for Developers

Sign in to your Meta for Developers account.

  • On the Apps page, click Create App.
The Meta for Developers Apps page with the Create App button highlighted
2

Enter the app details

On the App details step, name the app and check the contact email.

  • App name: StackOne Integration
  • Check that App contact email is an address you monitor.
  • Click Next.
The App details step with the App name field and the Next button highlighted
3

Add the use case

On the Add use cases step, select Connect with customers through WhatsApp, then click Next.

The Add use cases step with the Connect with customers through WhatsApp use case selected and the Next button highlighted
4

Select the business portfolio

Select the business portfolio that owns your WhatsApp Business Account and click Next.

  • If the portfolio isn’t listed, click Create a business portfolio. to create one first.
  • On the Requirements step that follows, click Next.
The business portfolio step with a portfolio selected and the Next button highlighted
5

Create the app

On the Overview step, review the app details, use cases, and business, then click Create app.

The Overview step listing the app details with the Create app button highlighted

Add the app permissions

The app can only request permissions that are added to it, so check them before anyone connects.

1

Check the permissions

In the app, open Use cases, customize Connect on WhatsApp, and under Other tools select Permissions and features.

  • Check that business_management, whatsapp_business_management, and whatsapp_business_messaging show Ready for testing.
  • For any of them that shows Add instead, click Add.
The Permissions and features page with the three required permissions, an Add button, and the menu item highlighted

Configure Facebook Login for Business

Register the StackOne redirect URI so Meta returns users to StackOne after they authorize the connection.

1

Open the login settings

In the app’s left sidebar, expand Facebook Login for Business and click Settings.

The app sidebar with Facebook Login for Business expanded and Settings highlighted
2

Add the redirect URI

Under Valid OAuth Redirect URIs, add the StackOne redirect URI, then click Save Changes.

  • Redirect URI: https://api.stackone.com/connect/oauth2/whatsapp-business/callback
The Client OAuth settings with the Valid OAuth Redirect URIs field and the Save Changes button highlighted

Copy the app credentials

The App ID and App secret identify your Meta app to StackOne.

1

Copy the App ID and App secret

In the left sidebar, expand App settings and click Basic.

  • Copy the App ID and paste it into the App ID field in the StackOne Connector profile.
  • Click Show next to App secret, confirm your identity if prompted, and paste the value into the App Secret field in the StackOne Connector profile.
  • Store the App secret securely for use later.
The Basic app settings page with Basic, the App ID field, and the App secret Show button highlighted

Choose the permissions

The Scopes field in the StackOne Connector profile sets the permissions requested when an account connects. Leave it empty to request all three permissions below, or enter a comma-separated list such as business_management,whatsapp_business_management,whatsapp_business_messaging.

1

Review the required permissions

Enables actions: Add Assigned User, Approve Join Requests, Block Users, Check Call Permissions, Configure Conversational Automation, Create Business User, Create Flow, Create Group, Create Message Template, Create Schedule, Create WhatsApp Business Account Phone Number, Delete Flow, Delete Group, Delete Group Invite Link, Delete Media, Delete Message Template, Deprecate Flow, Deregister Phone Number, Download Media, Edit Message Template, Get Active Groups, Get Assigned Users, Get Blocked Users, Get Business Profile, Get Client WhatsApp Business Accounts, Get Flow, Get Group, Get Group Invite Link, Get Join Requests, Get Message History, Get Message Template, Get Message Templates, Get Owned WhatsApp Business Accounts, Get Phone Number, Get Schedules, Get Subscribed Apps, Get Unified Organization, Get Unified Role, Get WhatsApp Business Account, Get WhatsApp Business Account Phone Numbers, List Business Users, List Flow Assets, List Flows, List System Users, List Unified Organizations, List Unified Resource Types, List Unified Resource Users, List Unified Roles, Manage Call, Mark Message As Read, Publish Flow, Register Phone Number, Reject Join Requests, Remove Assigned User, Remove Group Participants, Request Verification Code, Reset Group Invite Link, Retrieve Media URL, Send Audio Message, Send Contact Message, Send Document Message, Send Group Invite Template, Send Group Message, Send Image Message, Send Interactive Message, Send Location Message, Send Reaction, Send Sticker Message, Send Template Message, Send Text Message, Send Video Message, Set Two-Step Verification PIN, Unblock Users, Update Business Profile, Update Flow JSON, Update Flow Metadata, Update Group, Update WhatsApp Business Account, Upload Media, Verify Code

These are the permissions the WhatsApp Business actions use. The person connecting the account approves them on the Meta consent screen.

Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for WhatsApp Business:
1

Navigate to Connector Profiles

Login to StackOne and navigate to Connector Profiles
2

Create New Connector Profile

  • Click + Connector Profile
  • Search for and select WhatsApp Business
  • Select Type as OAuth 2.0
  • Fill out the fields using details retrieved from your provider:
    • App ID
    • App Secret
    • Scopes (Optional)
  • (Optional) Select Actions to be enabled for this Connector Profile
  • Click Create profile
Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for WhatsApp Business.