Track Customer Engagement at Scale—Auto-Enroll Interactive Responders in Campaigns
Customer replies to your WhatsApp interactive offer? Notis instantly adds them to the matching Salesforce campaign for coordinated follow-up.
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
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Founders manually add engaged customers to campaigns after they reply to WhatsApp offers, losing time and losing track of which customers responded.
- Engaged customers are automatically enrolled in campaigns—no manual CRM work.
- Track campaign performance by seeing who responded to each interactive message.
- Automated follow-up sequences can begin immediately after a response.
- Better insights into which offers resonate with your audience.
Setup
Build it in a few focused steps.
- 1Create a Salesforce campaign for your WhatsApp interactive offer.
- 2Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 3Tell Notis: 'When a customer replies to my interactive WhatsApp message, add them to this campaign' or build in Automations.
- 4Notis will create a contact (if needed) and add them as a campaign member.
- 5Select the 'Interactive Reply Received' trigger and choose your notification channel, then test with a real reply.
Questions about this workflow
Can I add customers to different campaigns based on which button they clicked?
Yes. You can tell Notis to route customers to specific campaigns based on their response. For example, 'interested' goes to a warm nurture campaign, 'not interested' goes to a pause campaign.
What if a customer is already in the campaign?
Notis can be configured to check for duplicates and skip adding them again, or update their campaign status if they re-engage.
Can I track campaign performance from these automated enrollments?
Yes. Salesforce campaign reports will show enrollment source (Notis automation), response rate, and conversion metrics.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Salesforce. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Salesforce 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 Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
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 contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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