Get customer spreadsheets into CSV sooner
When a customer sends an Excel file, convert it to CSV and make the result available in your run report.
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 Excel to CSV
Tool to convert excel files to csv. use when you have an excel file (local upload or url) and need a csv output. use after uploading or providing file url.
Why this helps
An Excel attachment can interrupt your flow when you need a CSV version before you can inspect or reuse its contents.
- Convert incoming Excel files into CSV output.
- Avoid a separate manual conversion step.
- Keep the conversion tied to the message that delivered the file.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Conversion tools once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Tell Notis to convert received Excel attachments to CSV and report the result.
- 4Pick the New Message Received trigger and choose where run reports go.
- 5Test with one real WhatsApp Excel attachment.
Questions about this workflow
Which input files are supported?
The action is for Excel files supplied as an upload or URL. The incoming attachment must be available to Conversion tools.
Can it handle every attachment in a message?
Specify the desired behavior in the instruction and test it with a real message containing the files you expect.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Conversion tools. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert Excel to CSV
Tool to convert excel files to csv. use when you have an excel file (local upload or url) and need a csv output. use after uploading or providing file url.
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
Convert Excel to HTML
Tool to convert an excel file to html. use when you need an html table representation of a .xlsx file via upload or url.
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.
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Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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Tool to convert an oxps file to pdf. use when you have an oxps file either uploaded (file id) or via url and need a pdf output. provide only one of `file id` or `url`.
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.
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Convert Word to Text
Tool to convert word documents to plain text. use when you have a .doc or .docx file (binary or url) and need its plain text representation.
Connect any two apps with Notis in the middle.
Whatsapp and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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