Connect a customer's WhatsApp selection to relevant records
A selected option can point to a specific request or topic. Notis can search Elasticsearch for related records and report the useful matches.
Trigger
Interactive Reply Received
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
A button tap can capture intent, but the details needed to act may be buried in a separate search index.
- Use a customer's selected option as context for a targeted search.
- Bring related indexed records into the run report.
- Make the next follow-up step clearer.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Elasticsearch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that each interactive reply should be used as context for an Elasticsearch search and that matching records should be summarized.
- 4Pick the Interactive Reply Received trigger and choose where run reports go.
- 5Test with one real interactive reply and verify that the index contains records related to the selected option.
Questions about this workflow
Does this workflow send the next WhatsApp message?
No. It searches Elasticsearch and reports matches. Sending WhatsApp messages is outside the available target actions.
What if the selection does not identify a record?
Notis can summarize the search result or report that no useful match was found. The index must contain searchable related information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Elasticsearch. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Message Status Updated
Returns no results; message status changes are delivered through webhooks in real time.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Whatsapp and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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