Create a clear intake form from a WhatsApp lead
Capture the next useful step after a promising WhatsApp conversation, without rebuilding a form from scratch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create form
Tool to create a new form. use when you need to define and store a form structure.
Why this helps
Important lead details get scattered across chat threads, and someone has to decide what information to collect next.
- Create a focused form for details missing from a lead conversation.
- Keep the follow-up request easy to find and share.
- Reduce manual setup after a new inquiry.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Byteforms once in the Notis portal.
- 2Create an automation by telling Notis to create a Byteforms intake form based on a lead conversation received through a webhook.
- 3Pick the webhook trigger and describe which lead details the form should request.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does this trigger on every 2chat message automatically?
The trigger is a Notis webhook. Set up the incoming request to start the automation with the relevant lead conversation details.
Can Notis decide what to ask the lead?
Yes. Tell Notis what details you already have and what information the form should collect. Avoid relying on details that are absent from the conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Byteforms. A trigger fires from one place; an action lands in another.
2chat triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Tool to create a new form. use when you need to define and store a form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a form by its id. use when you need to remove an existing form permanently.
Get all forms
Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.
Get Form By ID
Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.
Get Form Responses
Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.
Connect any two apps with Notis in the middle.
2chat and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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