Reply to a WhatsApp conversation when a CloudPDF review is requested
Make review requests easier to act on by responding in the WhatsApp thread where the conversation is already happening.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A review request can stall when the document handoff and the conversation about it live in separate places.
- Keep the review handoff attached to the relevant WhatsApp message
- Reduce switching between document and conversation tools
- Base the reply on the request and message details supplied to Notis
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the review handoff.
- 3Tell Notis to reply to the specified WhatsApp message when a CloudPDF review-request webhook arrives, using the provided document context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real review request that includes a WhatsApp conversation message reference and a recipient who has messaged first.
Questions about this workflow
Does this workflow detect CloudPDF review events directly?
No CloudPDF trigger events are listed. A Notis webhook starts the workflow, so your process must send the review request to that webhook.
What does Notis need to send a contextual reply?
The webhook request or your instruction must provide the WhatsApp message reference and the document context to include. The workflow cannot infer missing conversation history.
Can it message someone who has never contacted the WhatsApp number?
The reply action is described as delivering only if the recipient has texted first. Use it for an existing WhatsApp conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Whatsapp. A trigger fires from one place; an action lands in another.
CloudPDF 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.
CloudPDF and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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