Qualify Leads Automatically via WhatsApp
Send a WhatsApp button: 'Enterprise?' or 'Startup?' Notis logs the response and scores them in your lead sheet based on their selection.
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
Append Values to Spreadsheet
Tool to append values to a spreadsheet. use when you need to add new data to the end of an existing table in a google sheet.
Why this helps
Qualifying leads manually instead of using simple WhatsApp buttons to gather qualification data automatically.
- Qualify leads in seconds—no sales call needed
- Score leads automatically based on their answers
- Focus your sales effort on high-fit prospects
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Google Sheets to Notis.
- 2Create an automation: 'Send a WhatsApp button message with options (Enterprise/Startup/SMB). When someone taps a button, log their response and assign a lead score (enterprise=10, startup=7, SMB=5) to the leads sheet.'
- 3Set the trigger to 'Interactive Reply Received.'
- 4Choose your notification channel.
- 5Send a test button message and verify responses are scored in your sheet.
Questions about this workflow
Can I ask multiple qualification questions?
Yes. Send multiple buttons or follow-up messages. E.g., 'First button: company size. After they respond, send: budget range. Score cumulatively.'
What if someone doesn't respond to the button?
Notis logs no response. You can set a follow-up automation to resend after 3 days or add them to a nurture sequence.
Can I customize scoring logic?
Absolutely. Define your own scoring rules—e.g., 'enterprise + high budget = 20 points' or 'non-profit = refer to CSR team.' Notis calculates automatically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Google Sheets. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Google Sheets actions
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
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
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.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
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.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Google Sheets. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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