Make Callingly lead qualification easier to answer
Offer a small set of clear response options instead of asking a lead to compose a reply from scratch.
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
An open-ended follow-up can make it harder for a busy lead to respond quickly.
- Make a qualification question quick to answer with up to three buttons.
- Keep the requested next step clear and focused.
- Use the incoming lead context to tailor the question.
Setup
Build it in a few focused steps.
- 1Connect Callingly and WhatsApp once in the Notis portal.
- 2Create an automation in Automations > New Automation with a name and a prompt specifying the qualification question and up to three response buttons.
- 3Choose notis_webhook as the trigger and arrange an HTTP request with the recipient and relevant lead context.
- 4Choose where run reports should go.
- 5Test with one real lead example; the recipient must have texted first for the interactive message to be delivered.
Questions about this workflow
How many options can the interactive message include?
The listed action supports up to three predefined buttons.
Can this message initiate a WhatsApp conversation?
The action notes that the recipient must have texted first for delivery.
What if the lead context is not in the request?
Include the relevant context in the HTTP request. The workflow cannot infer fields or history that the provided data does not contain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Whatsapp. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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