Turn WhatsApp Escalations into Docsbot Tickets
Keep customer issues moving: ask Notis to create a Docsbot ticket when an incoming WhatsApp message points to an existing Docsbot 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
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 support issue can get buried between a WhatsApp chat and a Docsbot conversation, leaving the team to remember to create a ticket later.
- Create a ticket from an existing Docsbot agent conversation when WhatsApp signals an escalation.
- Keep the escalation tied to its source conversation by including the Docsbot conversation reference in the message.
- Reduce manual copying and follow-up between support channels.
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 give it a clear name.
- 3In one instruction, ask Notis to create a Docsbot ticket from the referenced existing agent conversation when an incoming WhatsApp message signals an escalation; provide the conversation reference in the message.
- 4Pick WhatsApp's New Message Received trigger and choose where run reports should go.
- 5Test with one real WhatsApp message that includes a valid Docsbot conversation reference.
Questions about this workflow
Can this create a Docsbot ticket from any WhatsApp message by itself?
The Docsbot action creates a ticket from an existing chat agent conversation. Include a valid reference to that Docsbot conversation in the WhatsApp message for Notis to use.
Does the trigger support messages with media?
The WhatsApp event can be triggered by inbound text, media, location, or contact messages. Make sure the message provides enough context, including the Docsbot conversation reference, for the requested ticket.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsbot ai.