Keep Tasks Accurate—Auto-Complete Resolved Follow-Ups
If a customer responds on WhatsApp, Notis automatically marks the matching follow-up task complete so your Salesforce task list stays clean.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
Teams create follow-up tasks but often forget to mark them complete after the customer replies, making tasks a cluttered noise instead of a reliable signal.
- Task lists stay clean by automatically marking resolved tasks complete.
- Less manual task maintenance—fewer clicks to keep Salesforce accurate.
- Better visibility into which customers have actually been engaged.
- Reduces task list noise so team focuses on real open items.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'Every day, mark follow-up tasks complete if the customer has messaged back on WhatsApp' or build in Automations with a daily cron trigger.
- 3Notis will scan open tasks, check for customer replies, and auto-complete matching tasks with a note about the customer response.
- 4Choose a daily trigger time (e.g., 7 AM) and your notification channel.
- 5Test by creating a sample follow-up task and having a customer reply to verify it auto-completes.
Questions about this workflow
What if a customer replies but doesn't fully resolve the issue?
You can configure Notis to only auto-complete tasks if the customer's message contains a positive indicator (e.g., 'yes', 'confirmed') or tag, otherwise keep the task open.
Can I add a completion note to the task?
Yes. Notis can add a note to the completed task like 'Customer replied on WhatsApp on [date]' for context.
Will this affect tasks unrelated to WhatsApp follow-ups?
No. You can configure Notis to only process tasks created by this automation, or tasks tagged with a specific label.
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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