Create Docsbot Tickets After WhatsApp Confirmation
Use a customer's quick reply as the go-ahead to generate a structured Docsbot ticket from the conversation your team already has.
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
Generate Conversation Ticket
Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.
Why this helps
A customer may confirm they need help, but the follow-up ticket can still depend on someone noticing the reply and acting on it.
- Treat a quick reply or list choice as a clear escalation signal.
- Generate a ticket from the related Docsbot conversation after confirmation.
- Help teams follow through without repeatedly checking WhatsApp for replies.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Docsbot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the confirmation workflow.
- 3Describe in one instruction that a selected escalation option should generate a ticket from the referenced existing Docsbot agent conversation; include the conversation reference with the interactive message context.
- 4Pick WhatsApp's Interactive Reply Received trigger and choose where run reports should go.
- 5Test with one real interactive reply linked to a valid Docsbot conversation.
Questions about this workflow
What reply starts this workflow?
A customer tapping a quick-reply button or selecting an option from an interactive list message triggers this event. Your instruction should identify which choice means escalation.
Does the reply create a Docsbot conversation?
No. The Docsbot action generates a ticket from an existing agent conversation. Supply a valid reference to that conversation in the interactive message context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docsbot ai. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Tool to create a new bot within a team. use when you have a valid team id and want to provision a new bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Bot
Tool to delete a specific bot by its id. use after confirming the bot id is correct to permanently remove a bot from the system.
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 Conversation Ticket
Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.
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 Bot Details
Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Get Team Details
Tool to fetch details of a specific team by its id. use when you need full team info including members and settings after confirming the team id.
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.
List Team Bots
Tool to list all bots for a given team. use after confirming the team id to retrieve all associated bots for that team.
List Questions
Tool to list all questions asked of a specific bot. use after confirming the bot's identifier. example: "list questions for bot abc123 with status 'unanswered'."
List Bot Sources
Tool to list all sources for a specific bot. use when you need to retrieve paginated source lists after confirming the bot's identifier.
Connect any two apps with Notis in the middle.
Whatsapp and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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