Streamline New Customer Onboarding—Auto-Create Accounts from WhatsApp
New business inquiry on WhatsApp? Notis instantly creates an account in Salesforce so you're ready to track the relationship.
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
Create account
Creates a new account in salesforce with the specified information.
Why this helps
B2B founders receive business inquiries on WhatsApp but manually create accounts in Salesforce, causing onboarding delays.
- New accounts are created instantly—you're ready to log opportunities and contacts.
- Faster onboarding of new customer relationships.
- Reduces manual CRM setup friction.
- All new inquiries are tracked in Salesforce from day one.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'When a business inquiry comes through WhatsApp, create a Salesforce account with the company name' or build in Automations.
- 3Notis will extract company name and contact info from the inquiry and create the account.
- 4Select the 'New Message Received' trigger and filter for business keywords (e.g., messages containing 'company', 'we are', 'business').
- 5Test by sending a sample business inquiry and verifying the account appears in Salesforce.
Questions about this workflow
How does Notis know if an inquiry is from a business vs. a consumer?
You can instruct Notis to look for keywords like 'we', 'company', 'team', 'organization', or ask qualifying questions to confirm it's a B2B inquiry.
What if the company already exists in Salesforce?
Notis can check for duplicates by company name or domain and skip creating a new account if found.
Can I set the account industry or other details automatically?
Yes. You can tell Notis to extract industry from the inquiry or set default values based on your business model.
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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