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Respond to email requests in the right WhatsApp thread

Keep the conversation together by replying to a specific WhatsApp message when a new email gives you the information or decision to respond.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Send reply

Send a reply to a specific message in a whatsapp conversation. this creates a contextual reply that shows which message you're responding to. note: the reply will be delivered to the recipient only if they have texted first.

Why this helps

Switching between inboxes makes it easy to send a useful update without the context that tells the recipient what it answers.

  • Keep a response attached to the message it addresses.
  • Avoid manually rewriting email details into a WhatsApp reply.
  • Use a reply only when the intended message and conversation can be identified.

Setup

Build it in a few focused steps.

  • 1Connect Agent mail and WhatsApp once in the Notis portal.
  • 2Create an automation from the portal or tell Notis what outcome you want.
  • 3In one instruction, explain which incoming emails should prompt a reply and how to identify the WhatsApp message to answer.
  • 4Select Agent mail's New Email Received trigger, set a report channel, and test with one real example.

Questions about this workflow

Does a contextual reply require an existing WhatsApp conversation?

Yes. The Send reply action delivers only if the recipient has texted your WhatsApp number first.

What if the email does not identify the WhatsApp message?

Tell Notis to skip sending when it cannot confidently identify the conversation and specific message to reply to.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agent mail to Whatsapp. A trigger fires from one place; an action lands in another.

Agent mail triggers

Whatsapp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get phone number

Get details of a specific phone number associated with a whatsapp business account.

ActionInstant

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

ActionInstant

Connect any two apps with Notis in the middle.

Agent mail and Whatsapp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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