Turn Customer Messages Into Action Items—Auto-Create Salesforce Tasks
Notis turns inbound WhatsApp messages into Salesforce tasks, so your team always knows what needs doing next.
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 task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Founders receive customer messages on WhatsApp but forget to create follow-up tasks in Salesforce, leading to missed commitments.
- Every customer message becomes a trackable action item.
- Your team sees follow-ups in Salesforce—not scattered across WhatsApp.
- Reduces forgotten commitments and dropped balls.
- Tasks can be assigned and tracked for accountability.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Ask Notis: 'Create a task in Salesforce whenever a customer messages me on WhatsApp' or build it in Automations.
- 3Notis generates a task with the message content as the task description and due date set for follow-up.
- 4Select the 'New Message Received' trigger and choose your notification channel.
- 5Test with a real customer message and verify the task appears in Salesforce with a due date.
Questions about this workflow
Can I set different due dates based on message priority?
Yes. You can tell Notis to set due dates based on keywords in the message (e.g., 'urgent' = due today, normal = due in 3 days).
Will Notis automatically assign tasks to team members?
Notis can assign tasks based on rules you define, such as routing to the lead owner or a specific team member.
What if a customer sends multiple messages in one conversation?
Each message can create a separate task, or you can configure Notis to batch messages and create one task per conversation thread.
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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