Make simple follow-up decisions easier to answer
When a note points to a yes-or-no question or a few clear choices, let the recipient respond with a tap.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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
Simple decisions can get buried when people have to compose a reply from scratch.
- Offer up to three clear response options.
- Make a small decision easier to answer on mobile.
- Connect the question to the note that prompted it.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to send a WhatsApp button question based on a new note, including the question and up to three choices.
- 4Choose the Pipedrive New Note trigger and report destination, then test with one real note.
Questions about this workflow
When can an interactive button message be delivered?
The recipient must have texted first. WhatsApp interactive messages are for an open conversation.
Can Notis invent answer choices from the note?
Ask it to use choices stated in the note or specified in your instruction. Provide any choices that are not present in the source data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Whatsapp. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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