Find proposal records after a WhatsApp status question
Get the relevant proposal list in front of you before you answer a customer asking for an update.
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
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Why this helps
Checking a proposal question by hand means leaving the customer conversation and searching another tool for the right record.
- Use a customer message as the cue to check proposal records.
- Get likely matches summarized for a human response.
- Keep the actual customer reply under your control.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Better Proposals once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to retrieve proposals when an inbound message asks about a proposal and report likely matches or missing identifying details.
- 4Pick New Message Received as the trigger and choose where run reports go.
- 5Test with one real status question that includes a proposal or client name.
Questions about this workflow
Will Notis reply to the customer on WhatsApp?
No. This workflow retrieves proposal data and sends a report to your chosen channel so you can review and respond.
Can it identify the right proposal if a customer gives no details?
Not reliably. Include a name, company, or other identifying context in your instruction or provide it during review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Better proposals. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
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 Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
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 Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
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.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Whatsapp and Better proposals, 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 Better proposals.