Capture WhatsApp inquiries in a Coda intake page
Keep promising conversations from disappearing into your WhatsApp history. Notis turns an incoming inquiry into a readable Coda intake page.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a page
Create a new page in a doc. note that creating a page requires you to be a doc maker in the applicable workspace.
Why this helps
Important customer questions get buried in busy WhatsApp conversations, leaving you to remember who needs a reply and what they asked for.
- Keep new inquiries alongside your existing Coda intake process.
- Get a concise summary instead of rereading a long chat.
- Make the next follow-up easier to spot.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize each incoming inquiry and create a Coda page in your intake doc with the request and suggested follow-up.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real inquiry and confirm the page captures the useful details.
Questions about this workflow
Does this create a new Coda page for each inquiry?
Yes. The instruction can ask Notis to create a page in an existing Coda doc for each incoming inquiry. You need access to that doc and permission to create pages.
Can Notis decide what the customer needs?
Notis can summarize the message and suggest a follow-up based on its content. Review suggestions before treating them as commitments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Coda. A trigger fires from one place; an action lands in another.
2chat triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Add a publishing category for a given pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
Add a permission for pack
Create or modify user, workspace, or global permissions for a given pack.
Add custom domain
Add a custom domain to a published doc.
Add permission
Adds a new permission to the doc.
Begin content export
Initiate an export of content for the given page.
Content export status
Check the status of a page content export
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Connect any two apps with Notis in the middle.
2chat and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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