Check Better Proposals when a new WhatsApp prospect reaches out
Keep a new prospect's company details close at hand while you reply on WhatsApp.
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 Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Why this helps
A promising inbound message can get buried while you switch apps to check whether the company is already in your proposal records.
- Check the company list without leaving the conversation.
- Spot a possible existing company before creating duplicate records.
- Send the result to a report channel for quick review.
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 check the company list when an inbound WhatsApp message contains prospect details and report possible matches.
- 4Pick New Message Received as the trigger and choose where run reports go.
- 5Test with one real prospect message; include the company name if it is not present in the message.
Questions about this workflow
Does this create a company record?
No. It retrieves the company list and reports possible matches. A person can review the result before creating a company.
What if the message does not include a company name?
Notis can report that there is not enough information to check. Supply a company name in your instruction or follow-up.
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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