Capture customer requests from WhatsApp in Coda
Keep customer asks in view by turning new WhatsApp messages into readable Coda briefs.
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 a page
Create a new page in a doc. note that creating a page requires you to be a doc maker in the applicable workspace.
Why this helps
Useful requests get buried in busy WhatsApp conversations and are easy to forget.
- Keep incoming customer asks in a dedicated place
- Review message context without searching chat history
- Make follow-up easier to spot
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction how to summarize each new customer message into a Coda page.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real example and review the created page.
Questions about this workflow
Does this workflow capture every kind of incoming WhatsApp message?
It can run for the listed inbound message event, which includes text, media, location, or contact. The usable details in the resulting page depend on what the event provides.
Can the workflow decide what the customer needs?
You can ask Notis to summarize the request and suggest a follow-up. A human should verify any uncertain interpretation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Coda. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Add a publishing category for a given pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
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
Add a permission for pack
Create or modify user, workspace, or global permissions for a given pack.
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.
Add custom domain
Add a custom domain to a published doc.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add permission
Adds a new permission to the doc.
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.
Begin content export
Initiate an export of content for the given page.
Content export status
Check the status of a page content export
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Connect any two apps with Notis in the middle.
Whatsapp and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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