Messenger Action

How to add a Facebook Messenger action to your Zaplane workflow

This guide walks you through creating a Meta app, generating a Facebook Page Access Token, connecting it to Zaplane, and adding the Send Message action to your workflow. You will need a Facebook Page and a Meta developer account.

Part 1: Get your Page access token from Meta (one time)

Zaplane talks to Messenger through an app you create in Meta for Developers. You will need a Page access token with the pages_messaging permission.

Step 1: Open My Apps

Go to Meta for Developers and sign in. In the top navigation, click My Apps.

Open My Apps

Step 2: Create an app

On the Apps page, click the green Create App button.

On the Apps page

Step 3: Enter your app details

Enter an App name (up to 30 characters) and check the App contact email, then click Next. Meta guides you through the remaining steps: Use cases, Business, Requirements and Overview. Complete each one to create the app.

 Enter your app details

Step 4: Set up Messenger and copy your token

In your app’s Dashboard, find Messenger in the product list and click Set up. Make sure Webhooks are also added to your app. Then generate a Page access token for your Facebook Page and copy it. The screen recording below shows the whole process.

Set up Messenger and copy your token

Part 2: Connect Messenger to Zaplane

Step 5: Open Zaplane Connections

In your WordPress dashboard, go to Zaplane → Connections and click Create credential.

Connect Messenger to Zaplane

Step 6: Select Facebook Messenger

In the Select an app panel, choose Facebook Messenger.

Select an app panel, choose Facebook Messenger

Step 7: Paste your token

Paste your token into the Page Access Token field. You can leave API Version empty to use the default (v26.0). Click Save Connection.

Page Access Toke

Part 3: Add the Action to Your Workflow

Step 15: Create a Workflow

Go to Zaplane > Workflows from your WordPress dashboard, then click Create Workflow to open the workflow editor.

Before adding a Facebook Messenger action, you need to set up a trigger first. Here is how to do it quickly:

Click Select an app under the Trigger box and choose Apps.
Search for and select the trigger app (in this guide we are using Storeengine Product Purchased ).
Choose the Trigger Type that matches the event you want, then click Continue.
On the Configure tab, set any required options, then click Continue.
On the Test tab, click Test Trigger to confirm it works, then click Save.

Once your trigger is saved, proceed to the next step to add the Facebook Messenger action.

Step 16: Add an Action

Click the + button next to your trigger, then select Apps in the Add Action panel.

 Apps in the Add Action panel

Step 17: Select the Facebook Messenger App

Find and select Facebook Messenger from the app list, then click Continue.

Select the Facebook Messenger App

Step 18: Choose the Action Type

Set Action Type to Send Message, choose your Facebook Messenger connection under Select Connection, then click Continue.

Set Action Type to Send Message

Step 19: Configure the Action

Fill in Recipient PSID (the recipient’s Page-scoped ID) and Message Text. Then use If this customer is in the Inbox to decide how the message is sent:

Send only when workflows answer them (avoids double replies)
Always send (order updates and other notifications)

Click Continue when you are done.

Configure the Action

Step 20: Test the Action

Open the Test tab and click Test Action to send a sample message. If it works, click Save.

Test Action to send a sample message

Step 21: Update and Activate the Workflow

Back on the canvas, click Update to save your changes and make sure the status is set to Active. Every time your trigger fires, Zaplane now sends a Facebook Messenger message automatically.

Update and Activate the Workflow

Done!

Your Facebook Messenger action is connected and ready to go.