Import Contacts at Scale—Webhook-Triggered Bulk Sync
When your backend sends customer data via webhook, Notis automatically creates bulk Salesforce contacts so your CRM stays in sync.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Exporting customer lists from WhatsApp and manually importing them into Salesforce is repetitive, error-prone, and consumes time.
- Bulk contacts are imported without manual clicking—your CRM syncs automatically.
- Reduce data entry errors from manual import.
- Trigger bulk sync from your own backend or scheduling system.
- Keeps Salesforce current as your WhatsApp customer base grows.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'When I send customer data via webhook, create contacts in Salesforce' or build in Automations with a Notis webhook trigger.
- 3Notis provides a unique webhook URL you'll call from your backend with a JSON payload containing customer details.
- 4Configure the JSON structure (e.g., name, phone, email) that your backend will send.
- 5Test by sending a sample webhook payload and confirming contacts are created in Salesforce.
Questions about this workflow
What format should my webhook payload use?
Notis accepts JSON with customer fields (name, email, phone, etc.). You'll define the structure in setup, and Notis maps it to Salesforce contact fields.
Can I handle duplicate detection in the webhook?
Yes. You can instruct Notis to check for duplicates by email or phone and skip or update existing contacts instead of creating new ones.
How many contacts can I import at once?
Notis can handle bulk imports of hundreds or thousands of contacts, depending on your Salesforce API limits.
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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