Keep new WhatsApp leads moving
When a potential customer starts a conversation on WhatsApp, send the introduction to Agent mail so it can enter your sales follow-up process.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Send Email
Send an email using agentmail api
Why this helps
A promising lead can get buried among customer chats and miss a timely response.
- Bring potential customer conversations into Agent mail.
- Include the available introduction context.
- Help sales follow-up happen consistently.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Agent mail once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3In one instruction, ask Notis to email new messages that appear to introduce a potential customer and include available context.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real lead message.
Questions about this workflow
Does WhatsApp identify a lead for this event?
No. The trigger reports a new inbound message. The instruction asks Notis to recognize a potential customer introduction from its content.
Does this add the lead to a CRM?
No. The target action sends an email through Agent mail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Agent mail. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Send Email
Send an email using agentmail api
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Connect any two apps with Notis in the middle.
Whatsapp and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Agent mail.