Building a Lead Capture & Automation Flow Using BotBee and n8n

In modern customer engagement, automation plays a crucial role in capturing and nurturing leads efficiently. This article explains how to build a simple yet powerful workflow using BotBee and n8n that:

• Captures user intent through a chat interface
• Sends data to a backend automation system
• Triggers a WhatsApp template message automatically

Tools Used

• BotBee: For creating conversational flows
• n8n: For backend automation and API handling
• WhatsApp: For sending and receiving messages

The system works as follows: User clicks button → BotBee sends data → n8n webhook → API call → Template message sent

Step 1: Creating a Message Template:

• Go to Bot Manager under WhatsApp in BotBee.
• Click on Message templates → Create → Mixed Templates.
• Create a message content that you want to send after user clicks on a certain button. (E.g.: Interested)
• You can make a Utility template for better delivery rate.
• Make sure to get it approved.

Step 2: Creating the Chat Flow:

• Under Bot Manager in BotBee, Go to Bot Reply.
• Click on Create.

We begin by designing a simple user interaction flow.

• A simple greeting message followed by Two Buttons.
• Interested → Triggers an HTTP API call to n8n
• Not Interested → Sends a fallback message

Step 3: Setting Up Webhook in n8n:

• Navigate to n8n and Click on new workflow.
• Click on the Plus Icon.

• Type "Webhook" and Click on it.

• Click on Test URL.
• Method: POST
• Respond: Immediately
• Copy the Test URL.

(Note: First we will go with the Test URL after finishing everything we will use Production URL. The workflow must be published in n8n to use the production URL.)

Step 4: Sending Data via HTTP API:

In the BotBee flow, the “Interested” button is connected to an HTTP API element.

• Go to HTTP API under control Panel.
• Click on WhatsApp HTTP API, Click on Create.
• Give your Workflow a name.
• Method: POST
• Give a test subscriber ID (You can get it from Subscriber Manager in BotBee)
• URL: n8n Webhook test URL
• In Body Data, Choose JSON.
• For now we are only calling Lead Phone Number, you can choose to call other details like Name too.
• We are using a system field (#LEAD_USER_CHAT_ID#), to call out number. You can find it on the right side under Variables.
• Click on Verify Connection and Save API.

• Come back to n8n.
• Now close this Node and Click on Plus sign to open a new Node.
• Search for HTTP Request and Click on it.

• Go back to BotBee Dashboard and From the top right corner go to “API Developer”

• Click on Send message and Select your template to get the POST endpoint URL.
• Copy the API Endpoint URL: https://app.botbee.io/api/v1/whatsapp/send/template

• Now we will Configuration as per this generated Endpoint.

• Method: POST
• URL: Paste BotBee’s API Endpoint URL: https://app.botbee.io/api/v1/whatsapp/send /template

• Enable the toggle of “Send Body”.
• Body Content Type: Form-Data.
• Paste the API Token, Phone number ID, Template ID from the generated Endpoint URL in BotBee.

• Since Phone number is dynamic we will need to Execute the Previous Node.
• Send demo data via WhatsApp.
• Drag the json.body.number in Phone number field.

Step 5: Testing the Automation:

To verify that the automation is working correctly, follow these steps:

• Send a test message to the connected WhatsApp number to trigger the BotBee flow.
• Click on the “Interested” button in the chat.
• Ensure that the HTTP API element sends the data to the n8n webhook.
• Click on Execute Workflow in n8n.
• Check the Executions tab in n8n to confirm that the workflow is triggered successfully.
• Verify that the HTTP Request node executes without errors.
• Finally, confirm that the WhatsApp template message is received on the user’s phone number.

(Note: After making sure that everything is working , we will use Production URL. The workflow must be published in n8n to use the production URL.)

Expected Result

If everything is configured correctly:

• User interaction in BotBee triggers the webhook in n8n
• Dynamic user data (like phone number) is passed correctly
• The API call is executed successfully
• A WhatsApp template message is delivered to the user

Still Need Help?

If you face difficulties during onboarding:

• Take a screenshot or screen recording.
• Share details with our support team.

Our team will review the onboarding step and guide you further.

Contact: 08069645300