Make the next step easy after you send an email
Let Notis turn a qualifying sent email into a short WhatsApp menu of next actions for your client.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Clients can miss the next action in an email thread, leaving you to chase a response later.
- Make common next steps easier for clients to choose.
- Avoid composing the same follow-up prompt for each email.
- Use a structured WhatsApp list with up to ten options.
Setup
Build it in a few focused steps.
- 1Connect Outlook and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which sent emails qualify, what next-step options to offer, and which client number to contact.
- 4Pick New Sent Message as the trigger and choose where run reports go.
- 5Test with one real sent email and confirm the client has messaged your WhatsApp number first.
Questions about this workflow
Can I use this for every email I send?
You can describe the types of sent email that should prompt a follow-up and define suitable list choices in the instruction.
How many choices can the WhatsApp list contain?
The Send interactive list action supports up to ten options. Delivery requires that the recipient has texted your WhatsApp number first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Whatsapp. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.