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Notis

Reply to ApptiveGrid leads on WhatsApp

Give new leads a useful first response without leaving your database workflow.

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

New lead records can sit untouched while you switch between your database and messaging app.

  • Respond while the inquiry is fresh.
  • Use the lead's submitted context to write a relevant reply.
  • Avoid copying contact details between apps.

Setup

Build it in a few focused steps.

  • 1Connect ApptiveGrid and WhatsApp once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to use each incoming lead submission to draft and send a concise WhatsApp reply using the request details.
  • 4Choose the webhook trigger and a channel for run reports.
  • 5Test with one real lead submission and confirm the recipient has previously messaged your WhatsApp number.

Questions about this workflow

How does a lead submission start this workflow?

The Notis webhook starts when an HTTP request containing the lead details reaches it. Arrange for the submission process to send that request.

Can WhatsApp message any new lead?

The send message action delivers only if the recipient has texted your WhatsApp number first.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ApptiveGrid 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

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.

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

When this happens · Trigger

Do this · Action

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