Opportunity Stage Change: WhatsApp Alert
Track deal momentum in real-time. Get a WhatsApp message every time an opportunity advances or stalls, so you know what's happening without logging in.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
You don't notice when deals move until it's too late. By the time you check Salesforce, critical windows close.
- Real-time visibility into deal stage changes
- Spot stalled deals before they die
- React faster when deals advance
- No context-switching to Salesforce
Setup
Build it in a few focused steps.
- 1Connect Salesforce and WhatsApp
- 2Create an automation: 'When an opportunity stage changes, send a WhatsApp message with the deal name, old stage, new stage, and amount'
- 3Optionally filter to only notify for certain stages (e.g., only notify on changes to Negotiation or Close stages)
- 4Test by moving an opportunity to a new stage in Salesforce
Questions about this workflow
Will I get a message for every stage change?
Only for the stages you want. Tell Notis which ones matter: e.g., 'Alert me on Negotiation and Close, but skip Prospecting.'
Can I include the next action in the message?
Yes. Tell Notis what to suggest based on the new stage: 'When it moves to Negotiation, add a reminder to send the contract.'
What if a deal moves back to an earlier stage?
You'll get a message for that too, unless you exclude it. Helps catch deals that are falling apart.
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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