Use a WhatsApp selection to prompt proposal follow-up
When a customer taps a reply option, check opened proposals and bring likely matches into your review queue.
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
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
A quick reply can signal interest, but connecting that response to an open proposal can take a manual search and extra context switching.
- Use a customer selection as a timely follow-up cue.
- Review proposals that recipients have opened.
- Receive likely matches without assuming the selection identifies a specific proposal.
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 opened proposals after an interactive reply and report possible matches for review.
- 4Pick Interactive Reply Received as the trigger and choose where run reports go.
- 5Test with one real interactive reply and include any client or proposal context needed to match records.
Questions about this workflow
Does the interactive reply identify a proposal automatically?
Not necessarily. The trigger indicates that a customer selected an option. Provide matching context in your instruction if the reply itself does not identify a proposal.
Does this change the proposal status?
No. It retrieves opened proposals for review and does not update their status.
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.