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.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
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.
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.
Not just Salesforce and Whatsapp. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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