Opportunity Close: Quick Approval via WhatsApp
Stop email chains on final deals. Send instant approval buttons to stakeholders via WhatsApp when a deal is ready to close.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Deal approvals drown in email chains and Slack noise. Founder approval loops slow down your entire sales motion and you lose track of which deals are stuck.
- Faster deal closure with instant approvals
- Clear decision trail via WhatsApp button taps
- Stakeholders see one message, not a dozen emails
- Eliminate approval bottlenecks
Setup
Build it in a few focused steps.
- 1Connect Salesforce and WhatsApp to Notis
- 2Create an automation: 'When an opportunity stage changes to Ready to Close, send an interactive button message asking for approval'
- 3Notis will set up the buttons (Approve / Request Change) and route responses back for tracking
- 4Test by moving a test opportunity to Ready to Close stage
Questions about this workflow
What happens when someone taps 'Approve'?
Notis logs the approval back to Salesforce (or to a Notis run record). You can then see who approved and when.
Can multiple people approve the same deal?
Yes. Set up multiple WhatsApp numbers in the automation and each stakeholder gets their own button prompt.
What if they don't respond?
You can set a Notis follow-up (via cron) to send a reminder message after 24 hours.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Whatsapp. A trigger fires from one place; an action lands in another.
Salesforce triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Salesforce and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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