Turn WhatsApp Requests Into PDF Briefs
Keep customer requests out of the chat scroll. Have Notis turn each inbound WhatsApp message into a concise PDF brief you can review and share.
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
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
Why this helps
Important requests get buried in busy WhatsApp conversations, leaving founders to copy details into documents by hand.
- Preserve customer requests in a shareable document.
- Reduce copying and reformatting after each inbound message.
- Use a consistent brief structure for review and follow-up.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to summarize each new WhatsApp message into a clear brief and generate a PDF from that content.
- 4Choose New Message Received as the trigger and select where run reports should go.
- 5Test with one real message and review the generated PDF.
Questions about this workflow
What content goes into the brief?
Notis can use the inbound message and context you include in your instruction. Add any required fields or background there, since no field mapping is configured.
Does this work for messages with media?
The trigger supports text, media, location, or contact messages. What Notis can include depends on the content returned by WhatsApp and the instructions you provide.
Where does the PDF come from?
Cloudlayer's Convert HTML to PDF action renders the document content Notis prepares as a PDF.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Cloudlayer. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Tool to add a new user storage configuration. use when you need to attach an external bucket or container for file storage.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Tool to retrieve a specific asset by its id. use when you need to fetch metadata or download url of an existing asset after its generation.
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
Get API Status
Tool to test api reachability. use when checking if the cloudlayer api is available.
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.
HTML to Image
Tool to convert base64-encoded html to an image. use when you need to render raw html or a url into png, jpeg, or webp after content load.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
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 Assets
Tool to list the ten most recent assets. use when you need to retrieve your latest cloudlayer assets.
List Storage Configurations
Tool to retrieve a list of all storage configurations. use after authenticating to cloudlayer to view your account's storage settings.
Convert URL to Image
Tool to convert a webpage url to an image. use when dynamic screenshot parameters are needed.
Connect any two apps with Notis in the middle.
Whatsapp and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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