Get a clear next-step answer from a qualified lead
Use a short WhatsApp button question to learn whether a verified, opted-in lead wants the next step, without a long message thread.
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
A lead may be qualified, but unclear intent creates extra back-and-forth and makes follow-up harder to prioritize.
- Check the submitted email before routing a lead into follow-up.
- Make it easy for a lead to choose from up to three responses.
- Use a webhook request to start qualification from an existing lead intake.
Setup
Build it in a few focused steps.
- 1Connect Clearout and WhatsApp once in the Notis portal.
- 2Create an automation in Notis, or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to validate the lead email with Clearout and send a short interactive WhatsApp question with up to three relevant choices only when the contact opted in and has texted your business first.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real, eligible lead and review the response handling in the run report.
Questions about this workflow
How many options can the interactive message include?
The WhatsApp action supports up to three predefined buttons.
Can the button message be sent to a new contact who has never messaged us?
The listed action notes that button messages are delivered only if the recipient has texted first. Respect opt-in and eligibility.
What does Clearout contribute?
Clearout can validate the lead email and enrich lead data. The workflow should not treat email validation as proof of WhatsApp consent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Whatsapp. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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