Simplify Your Routine—Daily Batch Lead Sync from WhatsApp
Every evening, Notis compiles the day's WhatsApp customer messages and creates all leads in Salesforce in one go—then notifies you with a summary.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Creating leads one-by-one as messages arrive breaks focus. Batching them makes sense, but manually creating bulk leads is tedious and error-prone.
- Batch processing keeps you in flow—handle all leads at the end of the day.
- Fewer Salesforce context switches during your focused work time.
- Automatic deduplication of leads from the same customer across multiple messages.
- Daily summary helps you plan tomorrow's follow-ups.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'Every day at [time], create Salesforce leads from all new WhatsApp messages I received today' or build in Automations.
- 3Notis will batch process the day's messages, deduplicate by sender, and create leads for new customers.
- 4Choose a daily trigger time (e.g., 6 PM) and your notification channel for the summary.
- 5Test by sending yourself sample WhatsApp messages and verifying leads are created at the scheduled time.
Questions about this workflow
What time should I schedule the batch sync?
End of day (5-6 PM) works for most founders so you see leads before you leave for the day. Adjust based on your timezone and work rhythm.
What if a customer messages both today and yesterday?
Notis deduplicates by phone number—if the customer is already in Salesforce, you get a note instead of a duplicate lead.
Can I adjust which time zone the batch runs in?
Yes. Notis respects your account timezone. If you work across zones, you can set multiple batch times for different regions.
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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