Let new customers choose their onboarding next step on WhatsApp
Make it easy for a new customer to point the team toward the next useful onboarding step with a tap.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
New customers can need different kinds of help, but a generic onboarding message makes it hard to know what to do next.
- Offer up to three clear onboarding choices in one message.
- Help the team understand what kind of follow-up would be useful.
- Reduce the effort required for a customer to ask for support.
Setup
Build it in a few focused steps.
- 1Connect Braze and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use the onboarding details in the webhook to send up to three concise help choices to an opted-in contact who has texted first.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and confirm the contact has texted first.
Questions about this workflow
Can this message be sent to any new contact?
Interactive button messages are deliverable only if the recipient has texted first. The workflow should receive and respect that eligibility context.
How many choices can the message include?
The WhatsApp action supports up to three predefined buttons.
Does Braze send the trigger?
No Braze triggers are provided in this workflow context. An external process must send the Braze onboarding information to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Braze to Whatsapp. A trigger fires from one place; an action lands in another.
Braze 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.
Braze and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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