Answer an active lead conversation with useful context
Bring the relevant business context into a reply while the conversation is still active.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Searching for prospect context interrupts the flow of replying to an interested contact.
- Reduce switching between lead research and an active chat.
- Keep replies focused on information available in AeroLeads.
- Use plain text for a recipient who has messaged first.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to find the matching AeroLeads business context and draft a concise WhatsApp text reply using the webhook request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real conversation where the recipient has already texted you.
Questions about this workflow
Can this send a cold WhatsApp text?
No. This workflow is for a recipient who has texted you first, as required by the listed Send message action.
What if the webhook does not identify a matching lead?
Have the instruction skip sending and report that it could not confidently match the conversation to an AeroLeads record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Whatsapp. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.