Daily Lead Follow-Up with Action Buttons
Keep leads warm without manual follow-ups. Notis sends scheduled WhatsApp buttons to unresponsive leads, letting them pick whether to chat, reschedule, or pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
You manually check for cold leads each day and send follow-up messages. This manual work is exhausting, easy to forget, and breaks your focus.
- Automate daily follow-ups without manual work
- Interactive buttons let leads self-qualify
- Consistent cadence keeps prospects warm
- Frees your time for high-touch deals
Setup
Build it in a few focused steps.
- 1Connect Salesforce and WhatsApp to Notis
- 2Create a scheduled automation: 'Every day at 9 AM, find leads created 24+ hours ago who haven't responded, and send them a WhatsApp button message asking: Are you still interested? / Reschedule call / Not now'
- 3Notis tracks which leads received the message and handles opt-outs
- 4Test by creating a test lead and verifying the message arrives at 9 AM
Questions about this workflow
How many leads get these messages each day?
As many as match your criteria (e.g., leads created 24+ hours ago). Notis sends them all at once on schedule.
What if a lead's opted out or doesn't exist?
Notis respects WhatsApp opt-outs and skips invalid numbers.
Can I change the follow-up time?
Yes. Tell Notis any time of day (9 AM, 5 PM, etc.) and any timezone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Whatsapp. A trigger fires from one place; an action lands in another.
Salesforce triggers
Whatsapp actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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 Salesforce and Whatsapp. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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