Link Customers to Accounts Instantly—Auto-Associate Contacts
Customer messages you on WhatsApp? Notis creates a contact and instantly links them to their company account in Salesforce.
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
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Why this helps
Manually linking customer contacts to accounts in Salesforce after they message is extra work that delays account hierarchy visibility.
- Customer contacts are automatically linked to their companies—no manual account association.
- Account teams can see all contacts from their account in one view.
- Faster visibility into account engagement and decision-maker networks.
- Reduces orphaned contacts in Salesforce.
Setup
Build it in a few focused steps.
- 1Ensure key customer accounts are already created in Salesforce.
- 2Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 3Tell Notis: 'When a customer messages on WhatsApp, create a contact and link them to their company account' or build in Automations.
- 4Notis will match customer phone number or domain to an existing account and create the contact under it.
- 5Select the 'New Message Received' trigger and test with a customer from a known account.
Questions about this workflow
How does Notis know which account a customer belongs to?
Notis matches the customer's email domain or phone number to your Salesforce accounts. You can also provide mapping rules for specific customers or companies.
What if a customer isn't from an account in Salesforce?
Notis can create a new account if you configure it, or leave the contact unlinked for you to manually associate later.
Can I track which account is most engaged based on customer messages?
Yes. With all contacts linked to accounts, you can use Salesforce reports to see message volume and engagement by account.
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
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