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Turn WhatsApp intake requests into Byteforms forms

When someone asks to share details over WhatsApp, let Notis create a Byteforms form that makes the next step clear.

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

Create form

Tool to create a new form. use when you need to define and store a form structure.

Why this helps

Important requests arrive in chat, then form creation gets postponed while you switch tools and decide what information to ask for.

  • Convert requests for structured information into a form creation task.
  • Reduce the effort of drafting an intake form from scratch.
  • Keep the form creation run report alongside the automation.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Byteforms once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language.
  • 3In one instruction, ask Notis to create a Byteforms form when an inbound message clearly requests structured information, using only the details in that message.
  • 4Pick the New Message Received trigger and choose where run reports go.
  • 5Test with one real WhatsApp message that asks to submit information.

Questions about this workflow

Will this create a form for every WhatsApp message?

Your instruction can tell Notis to create a form only when a message clearly asks to collect structured information. Test the instruction with a real example before relying on it.

Does this workflow send the form link back to the sender?

No. The available Byteforms action creates a form; it does not provide an action to send a WhatsApp reply or form link.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Byteforms. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Byteforms actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create form

Tool to create a new form. use when you need to define and store a form structure.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Form

Tool to delete a form by its id. use when you need to remove an existing form permanently.

ActionInstant

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

TriggerPolling

Get all forms

Tool to fetch all forms created by the authenticated user. use after authentication to list existing forms.

ActionInstant

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.

TriggerInstant

Get Form By ID

Tool to retrieve a specific form using its id. use when you need to fetch form details by providing the form's unique identifier.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

Get Form Responses

Tool to retrieve responses for a specific form with optional pagination and filtering. use when the form has collected submissions and you need to navigate large result sets.

ActionInstant

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.

TriggerInstant

Connect any two apps with Notis in the middle.

Whatsapp and Byteforms, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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