Turn Customer Engagement Into Pipeline—Auto-Create Opportunities from Interactive Replies
Customer clicks a button in your WhatsApp message? Notis instantly creates a Salesforce opportunity so you can track the deal forward.
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
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Founders send interactive WhatsApp offers but manually log customer button responses into Salesforce, losing momentum and context.
- Every customer response to your interactive message is tracked as an opportunity.
- Sales pipeline grows automatically without manual data entry.
- Maintain context by linking the original offer to the opportunity.
- Reduce lag time between customer interest and sales action.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'When a customer replies to my WhatsApp interactive message, create an opportunity in Salesforce' or build it in Automations.
- 3Notis captures the button the customer clicked and creates an opportunity with the response as the deal name.
- 4Select the 'Interactive Reply Received' trigger and set your notification channel.
- 5Test by sending an interactive WhatsApp message and clicking a button to confirm the opportunity appears in Salesforce.
Questions about this workflow
Can I link the opportunity to an existing lead or account?
Yes. Notis can match the customer's phone number to an existing lead or account and create the opportunity under the right record.
What if I send different interactive messages with different offers?
Notis can be configured to set the opportunity name, stage, and other fields based on which button the customer clicked.
Can I track multiple responses from the same customer?
Yes. Each response creates a new opportunity, or you can configure Notis to update the existing opportunity if it's already open.
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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