Create Client Bases Automatically from WhatsApp Messages
New client inquiry in WhatsApp? Notis creates a complete Airtable base for them instantly—with projects, timeline, and deliverables tables ready to go.
Trigger
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.
Action
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Why this helps
Every new client relationship starts with you manually creating an Airtable base, copying the template, and setting up tables. This takes 20 minutes per client and distracts you from actually talking to them.
- Instant setup: new client gets their own base before the conversation ends
- Consistency: every client base has the same structure (no missed tables)
- Time savings: save 20 minutes per client on setup
- Better experience: clients see a professional workspace immediately
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Airtable to Notis.
- 2Design your client base template (with tables for projects, communications, timeline, deliverables).
- 3Tell Notis: 'Whenever I get a new message from an unknown contact, create a new Airtable base for them using the client template, named after their company or name.'
- 4Specify the workspace where bases should be created.
- 5Test by messaging from a new number.
Questions about this workflow
How does Notis name the new base?
By default, it uses the contact's name or company name (if available). You can customize the naming in your prompt (e.g., 'Name it ClientName-2026').
Can I share the base with the client automatically?
Yes. Ask Notis to add the client's email as a collaborator once the base is created. You can set their permission level (editor, commenter, viewer).
What if multiple people from the same company message?
Notis can detect company name and use the same base, or create separate bases per person. You decide in your automation setup.
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.
Not just Whatsapp and Airtable. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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