Nurture at Scale—Auto-Add Customers to Relevant Campaigns
When a customer messages on WhatsApp, Notis creates a lead and adds them to the matching campaign so nurture starts immediately.
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
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Customers who inquire on WhatsApp aren't automatically added to nurture campaigns, so follow-up sequences never start.
- Customers enter nurture campaigns automatically—no manual enrollment.
- Faster time-to-first-touch with nurture content.
- Campaign data shows engagement from WhatsApp sources.
- Reduces forgotten customers who should be in campaigns.
Setup
Build it in a few focused steps.
- 1Set up campaigns in Salesforce for different inquiry types (e.g., 'Product Demo Interest', 'Pricing Questions').
- 2Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 3Tell Notis: 'When a customer messages about [topic], create a lead and add them to [campaign]' or build in Automations.
- 4Notis will analyze message content and route to the appropriate campaign.
- 5Select the 'New Message Received' trigger and test with sample inquiries.
Questions about this workflow
How does Notis know which campaign to add a customer to?
You define keywords or topics that trigger specific campaigns (e.g., 'demo', 'pricing', 'integration' each route to a different nurture campaign).
Can a customer be added to multiple campaigns?
Yes. If a message mentions multiple interests, Notis can add them to multiple relevant campaigns.
Can I see which WhatsApp customers converted through each campaign?
Yes. Salesforce campaign reports will show leads and conversions by source, including Notis-enrolled members.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Salesforce. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Salesforce 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
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
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.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.