Agency Software Connections to WhatsApp, UPI and Drive

The agency system links to the messaging, payment and file tools a marketing team already uses. Each link depends on the other side, so it is confirmed while scoping.

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The usual connections

WhatsApp carries approval requests, calendar sign-off notes and invoice reminders. An approved business sender is needed first.

Email and SMS

Monthly reporting packs, invoices and follow-up notes are sent by email. SMS is kept for short reminders.

UPI and payment gateway

A payment link can ride on an invoice so a client pays without a bank transfer. The provider stays yours.

Drive or Dropbox links

Creatives, raw footage and brand assets stay in your own storage. Tasks and brand records hold links to those folders.

Sheet and CSV import

Channel numbers downloaded from an ad platform are brought in as a sheet. That keeps a media buyer off manual typing.

Tally export

Invoice and receipt figures leave the system as an export your accountant can read. The ledger layout they want is settled with them first.

What each link depends on

A WhatsApp send needs an approved business number and templates cleared by the platform, and that approval is not in our gift. A payment link depends on the gateway your bank supports. Sheet imports depend on the columns an ad platform puts in its download, which can change without notice.

Ad platforms directly

Agencies ask about pulling figures straight from Google Ads or Meta. That is possible in some cases, depending on platform access, who owns the ad account and what the client permits. It is looked at on its own merits. Nothing is assumed.

What is confirmed during scoping

Which messaging channel carries approvals and reminders
Which payment provider the invoice link uses
Where creative files live and who may open them
Which channel figures are imported and which are typed
What your accountant needs in an export

FAQ

Frequently asked questions

Will client approvals arrive on WhatsApp?

Where WhatsApp is set up, yes. The request goes out from the task and the account manager records the reply against the version.

Do we need a payment gateway?

No. Many agencies take bank transfers and record receipts by hand, and a gateway is added only when you want a payment link sitting on every invoice you send.

Can creative files be stored in the system?

Small files, yes. Video and raw footage are better kept in your own Drive or Dropbox, with links held against the task.

Is the Tally export part of the main build?

No. That sits outside the main build. Your accountant first describes the ledgers and the format they work with.

What if a connection cannot be built?

You are told during scoping, before anything is promised. The work then goes ahead with an import or a manual step.

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