Automatically Create Project Tables from Client Confirmations
Client confirms a project via WhatsApp? Notis creates a fully-formed project table in seconds, ready for scope, timeline, and deliverables.
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 table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Why this helps
A client confirms they want to move forward via WhatsApp, but creating a project table in Airtable requires you to break focus, open a new app, and build structure manually. By the time you're ready, you've lost context about what they need.
- Instant project structure: table is ready before you leave WhatsApp
- Momentum preserved: capture project details while context is fresh
- Consistent tracking: every project table has the same structure
- One-click onboarding: no decisions about what columns to create
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Airtable to Notis.
- 2Create a project base template with standard fields (project name, scope, timeline, deliverables, budget, status).
- 3Send WhatsApp messages with quick-reply buttons for project types (e.g., 'Website', 'App', 'Branding').
- 4Tell Notis: 'When a client replies with a project type, create a new table in my projects base named after their company and project, with columns for scope, timeline, deliverables, and status.'
- 5Send a test button and reply to confirm the table is created.
Questions about this workflow
Can the table be customized based on project type?
Yes. If a client selects 'Website', Notis can create a table with web-specific fields (domain, hosting, CMS, pages). Tell Notis the project types and their fields.
What if the project name is too generic?
You can ask Notis to combine the client name with the project type (e.g., 'ClientName-Website' instead of just 'Website').
Can I link the project table to the client record automatically?
Yes. Notis can create a relationship field between the client record and the project table automatically.
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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