Make a support case summary from a WhatsApp message
Give each new support request a readable case record based on the information the customer actually sent.
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
Support requests can sit in chat without a clear summary or a convenient record for later follow-up.
- Create a repeatable record for new requests.
- Make message context easier to scan.
- Reduce manual case note writing.
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 summarize the new message into a support case document using your chosen template, preserving unknown details as unknown.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real support message and review the summary.
Questions about this workflow
Will the workflow decide how to resolve the issue?
The prompt can ask Notis to summarize the request. A resolution should only be included when it is supported by information you provide.
Can the document include media details?
The trigger can include text or media messages. Specify in your prompt what to do with details available from the event.
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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