Keep WhatsApp Follow-Ups Visible in Salesforce
Let Notis spot messages that need action and put the next step where your team already tracks work.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Important WhatsApp requests can disappear in a busy chat before anyone records or follows up on them.
- Capture actionable requests as Salesforce tasks
- Keep the message context with the follow-up
- Reduce missed replies and manual CRM entry
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Salesforce once in the Notis portal.
- 2Create an automation by naming it and describing the follow-up outcome in one instruction.
- 3Choose New WhatsApp Message Received as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real WhatsApp message that needs follow-up.
Questions about this workflow
Will every WhatsApp message create a task?
Describe in your instruction which messages count as actionable, such as requests for a callback or a promised next step.
What if the message does not identify a Salesforce record?
Ask Notis to include the available sender and conversation context in the task so a person can associate it later.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Salesforce. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Timelinesai and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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