Build Client Pages Automatically on First Contact
First message from a new contact on WhatsApp? Notis instantly creates a dedicated Notion page for them with their information.
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 Notion page
Creates a new empty page in a notion workspace.
Why this helps
Each new contact in WhatsApp starts a conversation, but you manually create their Notion page and fill in details. This is slow and easy to forget.
- Stop manually creating pages for every new contact
- Capture all client info in one place from day one
- Never lose track of a new contact who messages you
- Reduce onboarding friction by using plain language instead of forms
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Notion to Notis.
- 2Tell Notis: 'When I get a WhatsApp message from a new contact, create a page for them in my Notion Clients database.'
- 3Notis will identify new contacts and create pages with their name and message history.
- 4Select the trigger and specify where Notis should report automation runs.
- 5Test by sending yourself a message from a new number and watch a page appear in Notion.
Questions about this workflow
Will it create pages for every message or just the first from a new contact?
Just the first message from a new contact triggers page creation. Subsequent messages update the same page, so you don't get duplicates.
What information gets added to the page?
Notis includes the contact name, phone number, timestamp, and their initial message. You can ask Notis to add more details (e.g., company, project type) if you provide that context in the automation prompt.
Can I customize the page template?
Yes. Tell Notis what fields or sections you want on each client page (e.g., 'add a timeline section, a notes area, and a project list'), and it will structure pages accordingly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Notion. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Notion 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
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
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.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
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.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Notion. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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