Create a lead brief from every WhatsApp inquiry
Capture the details a prospect shares in chat and give your team a document they can review without retracing the 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 documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Important lead details get buried in chat, leaving founders to reread messages and rebuild the same intake notes.
- Keep inquiry details together in a document.
- Reduce manual copying from chat.
- Make new lead follow-up easier to start.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to use the new message and its available details to create a lead intake brief from your chosen template.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real inquiry and review the generated document.
Questions about this workflow
Can it fill in details the prospect did not share?
No. Notis can use details available in the message. Add any required defaults or instructions to your prompt, and review missing information.
Do I need a Docugenerate template?
Yes. Choose or prepare a template that matches the intake brief you want generated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docugenerate. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
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 document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
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.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document 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.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Whatsapp and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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