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Lead Pattern

How to · Busy

Send WhatsApp reminders from Busy accounting

Lead Pattern doesn't have a ready-made Busy connector. But you can still send every party their own reminder or statement on WhatsApp, from your official business number.

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Short answer

Export the outstanding or party list from Busy to Excel, keep one row per party with the phone number and amounts, choose an approved payment-reminder template and send it as a broadcast from a file in Lead Pattern. A developer can automate it through the Lead Pattern REST API.

Broadcast from a file (Help Center)

Step by step

How to do it in Lead Pattern

1

Export from Busy

Export the outstanding or ledger report you need to Excel.

2

One row per party

Phone number with country code, party name, bill number, amount, due date.

3

Choose a template

An approved utility template — due soon, overdue or outstanding statement.

4

Send or schedule

Upload, match columns to variables and send. Replies come into your team inbox.

Why send from the official API instead of a phone?

Messages come from your verified business number, with your name, and replies land in a shared inbox where accounts and sales can both answer. Sending hundreds of reminders from a normal WhatsApp app is against WhatsApp's terms and puts the number at risk — see bulk WhatsApp, the safe way.

Questions people ask

Does Lead Pattern integrate with Busy?+

There is no ready-made Busy connector. You can send from a Busy Excel export today, or have a developer use the Lead Pattern REST API.

Can I schedule monthly reminders?+

Yes. Schedule each broadcast for the date you want, for example the 1st of every month.

Try it on your own number — free for 14 days.

14-day free trial · No credit card · Free WhatsApp API setup

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