Route Inbound Leads Instantly—Auto-Apply Salesforce Assignment Rules
Notis captures WhatsApp customer inquiries and instantly applies your Salesforce lead assignment rules so leads reach the right owner immediately.
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
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.
Why this helps
Leads sit unassigned in Salesforce because founders don't manually apply assignment rules after logging new inquiries from WhatsApp.
- Leads are immediately routed to the right sales rep—no manual assignment delays.
- Fair, consistent lead distribution based on your established rules.
- Sales team can follow up immediately while interest is hot.
- Reduces dropped leads due to unclear ownership.
Setup
Build it in a few focused steps.
- 1Ensure your Salesforce lead assignment rules are configured in Salesforce Setup.
- 2Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 3Tell Notis: 'When a customer messages on WhatsApp, create a lead and apply assignment rules' or build in Automations.
- 4Select the 'New Message Received' trigger and choose your notification channel.
- 5Test by sending a sample customer inquiry and verifying the lead is created and assigned to the correct owner.
Questions about this workflow
What if my assignment rules conflict?
Salesforce applies rules in priority order. Notis respects your Salesforce rule hierarchy and applies the first matching rule.
Can I override assignment rules for certain customers?
Yes. You can tell Notis to apply custom rules based on customer type, region, or inquiry topic before applying standard assignment rules.
Will this work if leads are created by a different system?
This workflow creates leads from WhatsApp and applies rules. If leads come from other sources, set up a separate workflow to apply rules to those leads.
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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