Never Miss a Customer Inquiry—Auto-Create Leads from WhatsApp
New customer message in WhatsApp? Notis instantly creates a lead in Salesforce so you never drop a prospect in the chaos.
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 lead
Creates a new lead in salesforce with the specified information.
Why this helps
Founders juggling WhatsApp conversations often forget to log inquiries in Salesforce, causing lost sales and scrambled follow-ups.
- Every customer message becomes a trackable lead—no forgotten prospects.
- Sales pipeline stays current without manual CRM entry.
- Reduce time switching between WhatsApp and Salesforce.
- Capture contact info automatically for faster follow-ups.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Ask Notis: 'Create a Salesforce lead whenever I get a new WhatsApp message' or build it in Automations → New Automation.
- 3Notis will extract the sender's name and message content and create a lead record automatically.
- 4Pick the 'New Message Received' trigger and choose your notification channel (email, Telegram, etc.).
- 5Test with a sample customer message to confirm leads appear in Salesforce.
Questions about this workflow
What happens if the same customer messages multiple times?
Each message creates a new lead. You can set up a deduplication rule in Salesforce or use workflows to merge duplicate leads based on phone number.
Can Notis extract custom fields from the message?
Yes. Notis reads the message content and can extract names, phone numbers, email addresses, and other structured data into lead fields based on your instructions.
Will this work for media messages or just text?
Text messages work best. For media (images, documents), Notis captures metadata and can log the interaction as a note attached to the lead.
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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