Let consultation leads choose their next step
Offer a small, clear set of next steps as soon as someone asks about a consultation.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
A consultation request often leaves you with another message to write and another decision to track.
- Make the next step easy to choose
- Avoid composing repetitive follow-ups
- Capture a quick response in the conversation
Setup
Build it in a few focused steps.
- 1Connect Typeform and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for consultation follow-up.
- 3Tell Notis to send a concise WhatsApp button message offering up to three next steps for new consultation requests.
- 4Pick Typeform New Form Response as the trigger and select a report channel.
- 5Test with one real submission; button messages are delivered only if the respondent has texted your WhatsApp number first.
Questions about this workflow
How many choices can the button message offer?
The Send interactive buttons action supports up to three predefined buttons.
Can the workflow schedule a consultation?
The listed action sends buttons. It does not book a time; handle the respondent's choice in your normal scheduling process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Whatsapp. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
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.
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.
Typeform and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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