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Review WhatsApp consent choices in Coda

Keep customer consent selections easy to review by documenting interactive replies in Coda.

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

Create doc

Creates a new coda doc, optionally copying an existing doc. note that creating a doc requires you to be a doc maker in the applicable workspace (or be auto-promoted to one).

Why this helps

Consent choices made through a quick reply can be difficult to verify later if they remain buried in chat.

  • Give consent-related selections a dedicated review record
  • Preserve the choice and available event context
  • Make later verification less dependent on chat search

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 name it for consent review.
  • 3Tell Notis in one instruction to create a Coda doc when an interactive reply appears to express opt-in or opt-out, including the evidence and uncertainty.
  • 4Pick the WhatsApp Interactive Reply Received trigger and choose a report channel.
  • 5Test with one real consent choice and verify the interpretation in Coda.

Questions about this workflow

Does this establish legal consent automatically?

No. It records an apparent choice for human review. Whether the record meets your consent requirements depends on your process and applicable rules.

Can it distinguish every opt-in from opt-out?

Only when the available reply content makes the meaning clear. Ask Notis to flag ambiguous selections for review.

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.

TriggerScheduled

Add a category for pack

Add a publishing category for a given pack.

ActionInstant

Webhook trigger

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

TriggerInstant

Add a maker for pack

Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.

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

Add a permission for pack

Create or modify user, workspace, or global permissions for a given pack.

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

Add custom domain

Add a custom domain to a published doc.

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

Add permission

Adds a new permission to the doc.

ActionInstant

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

Begin content export

Initiate an export of content for the given page.

ActionInstant

Content export status

Check the status of a page content export

ActionInstant

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.

ActionInstant

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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