Automate Task Creation from WhatsApp Interactive Replies
Embed decision buttons in your WhatsApp messages. When clients or team members tap a reply, Notis instantly creates a structured task in Airtable.
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 a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
You send a WhatsApp message with options ('Can you do this?', 'Is this urgent?'), but tracking the replies requires manual note-taking. Critical action items get lost in the message thread instead of living in your system of record.
- Button clicks become action items: no manual task entry needed
- Structured data: priority, assignee, and deadline auto-populated
- Real-time visibility: see task backlog update as replies come in
- Reduced cognitive overhead: clients tell you what to do, Notis logs it
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Airtable to Notis.
- 2Create a WhatsApp message template with quick-reply buttons (e.g., 'Approved', 'Needs revision', 'Schedule meeting').
- 3Tell Notis: 'When someone replies to my WhatsApp button message, create a task record in Airtable with their response as the task type and set a due date based on priority.'
- 4Specify which Airtable table and fields to use (title, priority, assignee).
- 5Send your first button message and test by tapping a reply.
Questions about this workflow
Which button text becomes the task title?
Whatever the user taps. If they tap 'Urgent Review', that becomes the task title. You can ask Notis to format it (e.g., 'Prefix with the contact's name').
Can I auto-assign tasks to team members?
Yes. Tell Notis to assign based on the button text (e.g., 'if they tap Design, assign to the design team') or based on the sender's role.
What if multiple people reply to the same message?
Each reply creates a separate task. Notis tracks the sender so you know who committed to what.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Airtable. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Airtable 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 base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
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.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create Field
Creates a new field within a specified table in an airtable base.
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.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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