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Notis

Webhook Trigger: Interactive Engagement via WhatsApp

Connect any tool to WhatsApp. When your website, app, or another platform sends an event, Notis automatically sends an interactive menu to engage the user.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Your website visitor shows high intent but you can't react in real-time. Manual follow-up breaks the moment.

  • React instantly when external events occur
  • Capture high-intent moments immediately
  • Connect tools that don't integrate natively
  • Let users self-direct next steps

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and WhatsApp to Notis
  • 2Create a Notis automation: 'When a webhook arrives from my website, send an interactive menu to that user asking: Learn more / Book a call / Get pricing / Ask a question'
  • 3Notis gives you a unique webhook URL to configure in your external tool
  • 4Test by sending a webhook from your tool (or using curl) and verify the WhatsApp menu arrives

Questions about this workflow

What data can the webhook pass?

Anything: user ID, email, phone, form data, event type, etc. Tell Notis which fields matter for the WhatsApp message.

Do I need to code the webhook myself?

If your platform doesn't have native webhooks, you can use Zapier, Make, or another automation tool to create one that triggers Notis.

Can I send different menus based on the webhook data?

Yes. Tell Notis: 'If the webhook includes a high-value tag, send menu A; otherwise send menu B.'

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Whatsapp. A trigger fires from one place; an action lands in another.

Salesforce triggers

Whatsapp actions

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

Task Created or Completed

Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.

TriggerPolling

Get phone number

Get details of a specific phone number associated with a whatsapp business account.

ActionInstant

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

ActionInstant

Connect any two apps with Notis in the middle.

Not just Salesforce and Whatsapp. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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