Handle credential catalog questions from WhatsApp
Use incoming WhatsApp questions to prompt a current credential list lookup in Certifier for your team to review.
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
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
Why this helps
Finding the right credential list can interrupt a conversation and make simple availability questions take longer to answer.
- Start list retrieval from a relevant inquiry
- Use Certifier's credential list as the reference for review
- Keep catalog questions from being forgotten
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Certifier once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the Certifier credential list when a message asks about available credentials and report the returned results for review.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real question about available credentials.
Questions about this workflow
Does this send the catalog back to the WhatsApp sender?
No. The selected Certifier action retrieves credentials. Set the run report destination for your team to review the results.
Are all credentials returned at once?
The action supports pagination. The instruction can ask Notis to use returned results, while recognizing that a paginated response may not contain every credential.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Certifier. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Certifier actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send a Credential
Tool to send a published credential via email. use after confirming the credential is published.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create, issue, and send credential
Tool to create, issue, and send a credential in a single request. use when group id and recipient details are ready.
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
List Credential Interactions
Tool to list credential interactions. use when you need to retrieve interaction events for a specific credential, with optional filtering and pagination.
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.
List Credentials
Tool to list credentials. use after authentication to retrieve paginated credentials.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
List Designs
Tool to list all designs. use after authentication to retrieve certificate and badge designs with pagination.
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.
List Groups
Tool to list all groups. use when you need to retrieve groups with pagination (limit and cursor).
Connect any two apps with Notis in the middle.
Whatsapp and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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