Quick Proposal Approval via WhatsApp Buttons
Get unstuck in the Proposal phase. Send interactive buttons on WhatsApp asking for feedback or approval--turn a waiting game into a quick yes/no/discuss response.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Proposals sent via email disappear into inboxes. You're left guessing whether they're reading it, understanding it, or just forgotten.
- Speed up proposal review and approval
- Get immediate feedback instead of email silence
- Reduce deal cycle time
- Increase message visibility and response rates
Setup
Build it in a few focused steps.
- 1Connect Hubspot and WhatsApp to Notis
- 2Create an automation: When a deal enters Proposal stage, send interactive buttons on WhatsApp asking for approval status
- 3Define your button options in the prompt: Button 1: Approved, Button 2: Need Changes, Button 3: Send to Team
- 4Set the trigger to Deal Stage Updated with your Proposal stage name
- 5Let Notis handle the button logic and response capture
- 6Test with a deal in Proposal stage to see the buttons
Questions about this workflow
Should I wait for button response before following up?
Yes, wait 24 hours. If no response, Notis can send a gentle reminder automation to re-prompt them.
What if they click Need Changes?
Notis logs the response in Hubspot. You can then create a follow-up automation to ask what changes they need, or handle it via a call.
Can I include a link to the proposal PDF?
You can mention the proposal in your message prompt, but WhatsApp button messages typically don't include clickable links. For document review, send the PDF separately or include an instructions step.
How long does the button interaction window stay open?
Buttons are active for the conversation duration. Contacts can tap them anytime, but you're relying on them to see the message soon after it arrives.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Whatsapp. A trigger fires from one place; an action lands in another.
Hubspot triggers
Whatsapp actions
Contact Created Trigger
Contact Created Trigger
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Not just Hubspot and Whatsapp. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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