Handle security questions that arrive on WhatsApp
Get a starting answer from Conveyor without leaving the customer conversation.
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
Submit single question
Tool to submit a single question. Use when you need an immediate AI-generated answer for a specific product line question.
Why this helps
Security questions can arrive in the middle of other work, then sit unanswered while someone searches for the right product line and response.
- Get a Conveyor-generated answer for a question received by WhatsApp.
- Keep the question and its response tied to the active conversation.
- Reduce the time spent switching between chat and security materials.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to identify a security question, use Conveyor to submit it for the relevant product line, and report the answer for review.
- 4Pick the New Message Received trigger and choose where run reports go.
- 5Test with one real WhatsApp security question and verify the product line and answer.
Questions about this workflow
Does this send an answer directly to the customer?
The Conveyor action generates an answer for the question. Use the run report to review it before replying to the customer.
What if the product line is unclear?
Tell Notis to flag the question for review when it cannot determine the relevant product line. Supply the product line in your instruction or source material if needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Conveyor. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Tool to delete a specific document. Use when you need to remove a document by its ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.
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
Generate/Validate API Token Guidance
Tool to validate API token and provide guidance. Conveyor does not support API-based token creation; tokens must be created in the Conveyor UI. This action performs a real API call (using the provided metadata) to validate the existing API token and returns structured guidance.
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.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
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.
Get all authorization requests
Tool to retrieve all authorization requests. Use when you need to list all authorizations; optionally filter by status. Use after authenticating with a valid API token.
Get all Conveyor connections
Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.
Get all Conveyor documents
Tool to retrieve all documents. Use after authenticating with a valid API key.
Connect any two apps with Notis in the middle.
Whatsapp and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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