Keep WhatsApp leads in ClickSend
Turn a qualifying WhatsApp inquiry into a contact your team can follow up with later.
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 Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Leads that arrive in chat are easy to lose when contact details stay in separate places.
- Keep new lead details in a dedicated list.
- Avoid retyping contact details from chat.
- Make follow-up lists easier to maintain.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to identify lead inquiries, extract a phone number when present, and add the contact to your chosen ClickSend list.
- 4Pick the New Message Received trigger and choose where run reports should go.
- 5Test with one real lead message that includes a phone number.
Questions about this workflow
What happens if the message has no phone number?
Tell Notis to skip contact creation when no usable phone number is present and include that in the run report.
Do I need a ClickSend contact list first?
Yes. Create the destination list in ClickSend before running this automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to ClickSend. A trigger fires from one place; an action lands in another.
Whatsapp triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Tool to send an account activation token for verification. Use when you need to verify a new user account via SMS or other verification method.
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
Verify New Account
Tool to verify a new ClickSend account using an activation token. Use when you need to activate a newly created account with the token received during registration.
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.
Calculate Post Letter Price
Tool to calculate the price for sending post letters without actually sending them. Use when you need to estimate the cost of postal letters before sending.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Calculate SMS Campaign Price
Tool to calculate the price for an SMS campaign before sending. Use when you need to estimate costs for an SMS campaign to a contact list. Pricing depends on the number of recipients, message length, and destination countries.
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.
Create Email Delivery Receipt Automation
Tool to create an email delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when email delivery receipts are received.
Create Inbound Fax Automation
Tool to create a new inbound fax automation rule in ClickSend. Use when you need to set up automated actions to trigger when inbound faxes are received.
Create Fax Delivery Receipt Automation
Tool to create a fax delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when fax delivery receipts are received.
Connect any two apps with Notis in the middle.
Whatsapp and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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