Record WhatsApp Choices as PDF Decisions
When a customer taps a reply or chooses a list option, keep the decision easy to find in a simple PDF record.
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
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
Selections made inside WhatsApp can disappear in the flow of later conversations, making follow-up harder.
- Keep a readable record of customer selections.
- Make agreed choices easier to reference during follow-up.
- Avoid manually copying interactive replies into a document.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Cloudlayer once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3In one instruction, ask Notis to summarize each interactive reply and create a PDF decision record.
- 4Select Interactive Reply Received as the trigger and choose a report destination.
- 5Test with one real interactive reply and review the record.
Questions about this workflow
Which replies start the workflow?
It starts when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Can the PDF explain what the selection means?
You can provide the meaning of the options in your instruction. The event only supplies information returned by WhatsApp.
Can Notis send the PDF back to the customer?
This workflow creates the PDF in Cloudlayer. The listed target action does not send a WhatsApp message.
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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