Review Docupilot folders after an interactive WhatsApp reply
Turn a customer's menu selection into a timely view of available document folders.
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
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
A reply to an interactive WhatsApp message can get separated from the workspace context needed for the next document task.
- Fetch the currently available Docupilot folders after a menu response.
- Keep the customer's selection and workspace options in one automation report.
- Avoid manually reopening Docupilot just to check which folders exist.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe that an interactive WhatsApp reply should prompt Notis to list Docupilot folders and summarize the available options for review.
- 4Choose the WhatsApp Interactive Reply Received trigger and select where run reports go.
- 5Test with one real interactive reply.
Questions about this workflow
Will Notis create or move a folder?
No. This workflow lists existing Docupilot folders. The available folder creation actions are not needed for this review.
Does the workflow know what each reply option means?
Notis can use the reply information provided by the event, but any interpretation that depends on missing context must be included in your instruction.
Does it work with ordinary text replies?
This workflow uses the Interactive Reply Received event, which fires when someone selects an option from an interactive message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docupilot. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
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
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
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 Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Connect any two apps with Notis in the middle.
Whatsapp and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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