Build a Complete Audit Trail—Auto-Log WhatsApp Messages as Salesforce Notes
Notis captures every WhatsApp customer message and logs it as a note in Salesforce so your team sees the full conversation history.
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 note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important customer conversations in WhatsApp are invisible to the sales team in Salesforce, creating information silos and duplicate conversations.
- All customer conversations are visible in Salesforce—no more scattered WhatsApp chats.
- Sales team can see the full context before calling or emailing.
- Complete audit trail for compliance and customer service quality.
- Reduces duplicate conversations because context is shared.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Ask Notis: 'Log every WhatsApp customer message as a note in Salesforce' or build in Automations.
- 3Notis will extract the message text and attach it to the customer's lead, contact, or opportunity record.
- 4Select the 'New Message Received' trigger and choose your notification channel.
- 5Test by sending a customer message and checking Salesforce to confirm the note was created with the full message content.
Questions about this workflow
Can Notis attach notes to the correct lead or contact automatically?
Yes. Notis matches the sender's phone number to your Salesforce records and attaches the note to the correct contact, lead, or account.
What about media messages or links shared in WhatsApp?
Notis captures the message metadata and can log a reference to the media or link in the note. Full media storage in Salesforce depends on your org's setup.
Can I exclude certain types of messages from logging?
Yes. You can configure Notis to skip system messages, notifications, or messages from specific contacts if needed.
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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