Capture Engaged Customers—Auto-Create Contacts from Button Clicks
Customer clicks a button in your WhatsApp message? Notis instantly creates a contact in Salesforce so you can follow up with their full profile.
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
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Engaged customers who click buttons on WhatsApp aren't automatically logged as contacts in Salesforce, so you lose track of who's interested.
- Engaged customers become CRM records instantly—no data entry required.
- Track which customers are interested through button response patterns.
- Faster follow-up because contact info is already in Salesforce.
- Build your contact database based on real engagement signals.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'When a customer replies to my interactive WhatsApp message, create a contact in Salesforce' or build in Automations.
- 3Notis will extract the responder's info and create a contact record automatically.
- 4Select the 'Interactive Reply Received' trigger and choose your notification channel.
- 5Test by sending an interactive WhatsApp message and clicking a button to confirm the contact appears in Salesforce.
Questions about this workflow
Can I set a custom field in Salesforce based on which button they clicked?
Yes. You can tell Notis to set a field like 'interest_type' based on the button response, so 'yes' creates a contact with interest=true, 'maybe' creates interest=pending, etc.
What if the same customer clicks multiple buttons?
Notis can check for duplicate contacts and update the existing record instead of creating a new one, or create a new contact if you want to track multiple interactions.
Can I deduplicate by phone number or email?
Yes. Notis matches responders to existing contacts and can merge records or skip creation if a duplicate is found.
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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