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Review export history when a customer asks on WhatsApp

A customer asks where a document went. Get the latest Cloudpress export history in the same workflow, ready for you 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 Document Exports

Tool to retrieve a paginated list of document exports. use after initiating export jobs to fetch export history.

Why this helps

Looking up export jobs interrupts a customer conversation and makes it easier to miss a useful follow-up.

  • Bring recent export records into the customer follow-up process.
  • Reduce context switching between WhatsApp and Cloudpress.
  • Keep a human in control of what gets shared with the customer.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Cloudpress once in the Notis portal.
  • 2Create an automation by telling Notis to retrieve Cloudpress document export history when a customer asks about an export.
  • 3Pick New Message Received as the trigger and choose where run reports go.
  • 4Test with one real WhatsApp request, then review the retrieved history before replying.

Questions about this workflow

Does this send an answer to the customer?

No. The available Cloudpress action retrieves export history. Review the result and decide what to tell the customer.

Can this check the status of every export automatically?

It can retrieve a paginated list of document exports. The available action does not promise a live status check for a particular export.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Whatsapp triggers

Cloudpress actions

Recurring trigger

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

TriggerScheduled

Get Account Information

Tool to retrieve authenticated account information. use after authentication to get current account details.

ActionInstant

Webhook trigger

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

TriggerInstant

List Connections

Tool to list all connections with pagination. use when you need to retrieve cloudpress connections page by page with optional filters like kind, type, or sourcereference.

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

List Document Exports

Tool to retrieve a paginated list of document exports. use after initiating export jobs to fetch export history.

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

List Webhooks

Tool to retrieve a paginated list of webhooks. use when you need an overview of all configured webhooks.

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

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 Cloudpress, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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