Sales & orders
Customers ask for a product by text, photo or voice message, see the price and order on WhatsApp.
- Stock and prices come from your software
- Customer-specific prices and discounts
- Approved orders arrive in your software as sales orders
- Home
- Integrations
- KolayBi
Connect WhatsApp to KolayBi.
Your customers write on WhatsApp; Meta Reva reads the answer from the cloud accounting software KolayBi and replies in seconds. Stock, price and account information is read from KolayBi; records are written back only where the access path and your permissions allow it.
- Data stays in KolayBi
- Remote setup
- No new software
Meta RevaSample conversation
Hi, do you have AX-2207 in stock? What is my price?
From KolayBi: 48 in stock. Your price with your discount: 1,240.80 ₺ + VAT. How many should I add?
10 please, for tomorrow morning.
I have taken your order. Once our team confirms it, it is entered in KolayBi. Delivery tomorrow 09:30.
What runs on WhatsApp with KolayBi
The jobs your customers handle themselves.
Each one reads live data from KolayBi. You choose where to start.
Customer accounts & statements
Customers ask what they owe, and their account statement arrives on WhatsApp as a PDF.
- Balance, due dates and recent payments
- PDF account statement for the selected period
- Payment reminders
Customer service
Recurring questions are answered automatically; the rest go to your team.
- WhatsApp, Instagram, Telegram on one screen
- Conversations are passed to your team with their history
- Working hours and holiday settings
Owner’s assistant
A daily summary of sales, collections and stock arrives on your phone.
- Ask “What did we sell today?”
- List of overdue collections
- Critical stock alerts
Editions and access
KolayBi editions and connection paths.
What we look at first: which edition you run and which access path it offers.
Editions
KolayBi OfisKolayBi Ofis PlusKolayBi JetKolayBi BankaKolayBi Link
What can be asked on WhatsApp
- Customers and suppliers
- Invoices and e-invoices
- Payments and collections
- Stock and inventory
Access paths
- REST API (v1)KolayBi publishes a versioned REST API document on its developer portal. Requests use a Bearer token and a channel header; customers, invoices, e-invoices, payments and stock are mentioned.Which plan includes the API is contradictory across sources; confirm with KolayBi.
- API key and channelIn the application, an API key and an API channel are created under the account profile in Settings. These are used to obtain a time-limited access token.When the token expires, a new one is obtained.
Worth knowing
- Which plan includes the API is contradictory: the site mentions a free API, while the pricing page appears to treat it as a higher-plan feature. Confirm with the vendor before purchasing.
- The example address verified in the documentation belongs to the test (sandbox) environment; the production address and behavior should be confirmed with the vendor.
- The full list of read endpoints could not be verified; customer, invoice and payment queries are determined by checking the portal.
- No rate limit or quota information was found in the documentation; automatic token renewal is required.
How-to
How to connect KolayBi to WhatsApp.
- 01
Check plan and API
Check your KolayBi plan and whether the option to create an API key is available in your account. If it is not, ask KolayBi about the plan condition.
- 02
Choose the access method
The REST API is used for reading; a token is obtained with the key and channel created in the app. The test environment is tried first, and production details are confirmed with KolayBi.
- 03
Read permissions and testing
We start with read endpoints only; customer, invoice and payment endpoints are verified in the portal. Automatic token renewal is tested.
- 04
Go live
The API key is stored securely and never kept in code, logs or the client side. Before going live, results are compared with KolayBi screens.
Read the general guide: how to connect WhatsApp to ERP software
Meta Reva is an independent software company and is not an official partner of the vendor. Product names belong to their owners.
FAQ
Questions on your mind, in brief.
The most common questions about setup, software and security.
Can’t find your answer?Write to us and we will reply the same day. Contact us
01Does KolayBi have an API?
Yes, a versioned API document is published on the developer portal, and the site has a free API link. Since which plan enables it is unclear in the sources, confirm with KolayBi.
02Where do you get a KolayBi API key?
According to the documentation, an API key and an API channel are created in the application under the account profile in Settings. An access token is then obtained with them.
03Which KolayBi data suits WhatsApp queries?
The documentation mentions customers, invoices, e-invoices, payments and stock. Because the full list of read endpoints could not be verified, the scope is clarified by checking the portal.
04Does the KolayBi API cost extra?
The site's free API wording conflicts with the pricing page's higher-plan appearance. We recommend getting the current condition confirmed by KolayBi in writing.
05What if KolayBi is offline or slow?
The customer is told that the information is not available right now and the conversation is handed to your team. No answer is made up from old data.
06How long does setup take?
A single flow (for example stock and price enquiries) is usually live within days; wider setups are added step by step. Setup is remote, anywhere in Turkey.
Other software
Also works with these programs.
Let’s start
Free consultation for your KolayBi setup.
Tell us which software you use and what customers ask most. We will map out the right flow for free.
- Same-day replyUsually the same day, during working hours.
- 20 minutes is enoughWe listen to your software and your most common question.
- No commitmentThe first call is free; what follows is up to you.