Data collection and messaging with Make.com (WhatsApp, Telegram, and SMS)

I’m working on automating a process for two types of users through messaging services like WhatsApp, Telegram, and SMS. I would like to know if Make.com can help me accomplish the following.

For the first user type – the seller:

Sellers should be able to add information to a shared database in the form of text with at least five key points, for example:

  1. Company Name: Company 1
  2. Service Name
  3. Service Description
  4. Address: Example Address 1
  5. Day and Time: Day of the week, start and end times
  6. Service: Example service

This information should automatically be saved somewhere for easy retrieval. It should be possible to filter and sort this data based on the day of the week and time to send it out as messages when queried by customers.

For the second user type – the customer:

Customers will interact via WhatsApp, Telegram, or SMS, and receive automated responses based on their preferences.

Here is an example interaction flow:

  • Customer: “Hello”
  • Automation: “Hi, how can I assist you today? Please choose from the list: Service 1, Service 2, Service 3.”
  • Customer: “Service 1”
  • Automation: “Great! Please select your city from the list: City 1, City 2, City 3.”
  • Customer: “City 1”
  • Automation: "Here are the available services in City 1 for today (services should be filtered based on the current date, time, and day of the week from the database):
  1. Company 1 Service Name Service Description Address Available today at (specific time)
  2. Company 2 Service Name Service Description Address Available today at (specific time)
  3. Company 3 Service Name Service Description Address Available today at (specific time)"

I would like to know if Make.com can handle this type of automation, particularly for:

  1. Collecting and storing seller data.
  2. Filtering and displaying services based on time, day, and city.
  3. Sending responses via WhatsApp, Telegram, and SMS.

Any guidance on how to approach this or examples of similar workflows would be greatly appreciated!

Thank you in advance!

You have a lot of requirements that you might want to break down in the form of a solution design. This text for example stands out “Sellers should be able to add information to a shared database in the form of text with at least five key points”

  • Data Store exists which is like a table but you’ll have to consider data limts
  • How should sellers be able to add the data? Should they have a make.com account with team access to their specific data store? This seems like over-kill
  • If you want to send messages, you can query the Data Store or another service

If you have medium-sized tables, you might want to use something like Airtable or even Google Sheets but if you have a lot of clients, this could be cumbersome to manage. If you have a lot, you might want to consider AWS DynamoDB or something more capable.

The Data Store for make.com is okay but it leaves a lot to desire. If you have a small amount of data, then you can use it.

This is a lot to consider for a single point in your post. I think you can do everything you asked about but you should break it down to specify exactly what you want to achieve.

You can definitely collect info from a seller through a chat interface like WhatsApp or telegram, depending on how complex your queries are going to be in the future you might need to carefully consider your choice of DB, if you need to simply retrieved stored info Google sheet would do the job, but for more complex queries using a relation DB should be considered.

For the second instance, it should be fairly easy to do, since you’re querying the DB using the messaging platform’s API.

From my perspective , yes. this can be done in make.

Hi @Daniel_Dunajev I would love to help you with this. Are you still lookiong for some help?

We are a small team of make.com experts and have developed plenty of complex integrations. This project should not be a challenge to us.

If you are interested we would love to help you, you can schedule a call in here: 30 Min Meeting | Felipe Saucedo | Cal.com or check our website www.aspirity.com

As a Make.com expert, I can confirm that Make.com can efficiently automate the process you’ve outlined. It can collect and store seller data, filter services based on time, day, and city, and send automated responses via WhatsApp, Telegram, or SMS. This will help streamline your workflow, keeping everything updated automatically and allowing you to focus on what matters most.

For more details, feel free to check my profile here: [https://www.upwork.com/freelancers/farhana401].
To discuss the project further, you can book a 30-minute call with me here: [https://calendly.com/farhan-aviary1103].

Have you considered connecting it to OpenAI with this exact instruction set and letting it do its job?

This blog post [1] describes exactly that using 2Chat and Make.

[1] WhatsApp Chatbot Combining OpenAI Assistant with Google Sheets and Human Participation

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