Make routine intake easier with a WhatsApp list menu
Offer contacts a concise menu of next steps so they can choose what they need without a long back-and-forth.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Repeated intake questions create extra message threads and make it harder to see what needs attention.
- Present up to ten structured options
- Make routine requests easier to sort
- Reduce repeated clarification messages
Setup
Build it in a few focused steps.
- 1Connect WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, specify the supplied recipient list, the menu options, and the message to send as a WhatsApp interactive list.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real example and review the menu content.
Questions about this workflow
How many options can a WhatsApp list include?
The action supports up to ten options.
Can this workflow create a contact list?
No contact-list retrieval is specified. Supply the recipients through your process and tell Notis which contacts to message.
Will the list message reach any number?
The WhatsApp action notes that the recipient must have texted the business first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Whatsapp. A trigger fires from one place; an action lands in another.
Abstract triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Abstract and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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