Batch Create Prospect Records from WhatsApp Confirmations
Send a WhatsApp message to your team: 'Who wants to work on this project?' Team members reply with their role. Notis creates prospect records for all of them instantly.
Trigger
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Action
Create multiple records
Creates multiple new records in a specified airtable table.
Why this helps
You gather team feedback via WhatsApp buttons ('Interested?', 'What tier?'), but manually creating Airtable records for each response is tedious. You put it off, and the list sits in WhatsApp for weeks.
- Instant batch creation: all responses become records at once
- No manual entry: replies are structured data from the start
- Team participation: easy for team to confirm interest or role
- Quick onboarding: prospects are in Airtable within minutes
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Airtable to Notis.
- 2Create a prospects table in Airtable with fields for name, role, tier, and date added.
- 3Send a WhatsApp message to your team with interactive buttons (e.g., 'Junior', 'Mid', 'Senior', 'Interested').
- 4Tell Notis: 'When I get replies to this message, create a prospect record in Airtable for each person who replied, using their name and selected tier.'
- 5Test by having one team member reply.
Questions about this workflow
How does Notis identify team members?
By their WhatsApp phone number. Notis matches it to a contact name or uses the number as the default.
What if the same person replies multiple times?
Notis can detect duplicates and create one record, or update the existing one with new information.
Can I link prospect records to existing team member records?
Yes. If the responder exists in your Airtable team table, Notis can link the prospect record to them automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Airtable. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Airtable actions
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
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
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.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create Field
Creates a new field within a specified table in an airtable base.
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.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Airtable. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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