Notifyer System modules in Make — triggers for incoming and outgoing WhatsApp messages (including the WhatsApp Business app), actions, and search. Coexistence is supported.
Automate your WhatsApp messaging workflows with Make and Notifyer System
This guide covers every module available for the Notifyer System inside Make — including all triggers, actions, and the search module — so you can build fully automated WhatsApp workflows.
Meta WhatsApp Coexistence is supported on Notifyer System. You do not need to delete the WhatsApp Business app or stop using the number on your phone. After Embedded Signup, the same number works in the WhatsApp Business app, the Notifyer chat inbox, and automations (Make, Zapier, n8n, API, and webhooks) at the same time.
The Notifyer System is part of the WhatsAble for WhatsApp Business app on Make. Once installed, you get access to the following modules using your Notifyer API key:
Triggers (Instant)
Incoming Messages from console (Notifyer System)
Incoming & Outgoing Messages from console (Notifyer System)
Actions
Send WhatsApp Message
Schedule a follow-up Message
Update a Contact
Search
Get delivery status of a message
All modules in this guide are part of the WhatsAble for WhatsApp Business app on Make. Notifyer System users connect using their Notifyer API key.
Before sending WhatsApp messages, complete the embedding process, which connects your WhatsApp Business account to Notifyer System. You do not need to delete the WhatsApp Business app — coexistence is supported.
The embedding process is required by Meta to ensure proper business verification and compliance with WhatsApp Business Platform policies.
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Set up message templates (if using template messages)
WhatsApp templates are pre-approved message formats required to initiate a new conversation with a contact. Create and get them approved in Notifyer before using them in Make.
How to create a template
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Navigate to Templates
Go to Your Templates in your Notifyer dashboard
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Create Template
Click the Create Template tab at the top of the page
Instant triggers fire in real time whenever a qualifying event occurs in your Notifyer console. Both triggers below use the WhatsAble for WhatsApp Business app in Make and require a webhook plus your Notifyer API key connection.
Both triggers are Instant — they fire immediately when a message event occurs in your Notifyer console.
Both Notifyer triggers follow the same 5-step setup in Make. The only difference is which trigger you select in Step 1.
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Step 1 — Select your trigger
In your scenario, click the large + button to add a module
Search for WhatsAble or WhatsAble for WhatsApp Business
Open the WhatsAble for WhatsApp Business app
Under Triggers, select the trigger you need:
Trigger
When to use it
Incoming Messages from console (Notifyer System)
Fires only when a contact sends your business a message
Incoming & Outgoing Messages from console (Notifyer System)
Fires on every message — both incoming and outgoing, including replies typed in the WhatsApp Business app
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Step 2 — Create a webhook
After selecting the trigger, the module configuration window opens. The first required field is Webhook.
Click the Add button next to the Webhook dropdown (the dropdown will show “Choose a hook…” if no webhook exists yet)
This opens the Create a webhook dialog
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Step 3 — Name your webhook and set up a connection
In the Create a webhook dialog:
Enter a Webhook name — use something descriptive so you can identify it later (e.g. My Notifyer Systems webhook)
Under Connection, either:
Select an existing connection if you have already connected Notifyer to Make before, or
Click Add next to the Connection dropdown to create a new connection (continue to Step 4)
If you already have a connection selected, click Save to create the webhook and skip to Step 5
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Step 4 — Create your Notifyer connection (first time only)
If you clicked Add in Step 3, the Create a connection dialog opens on top of the webhook dialog.
Enter a Connection name (e.g. My Notifyer only connection)
Paste your Notifyer API key in the API Key field — get this from your Notifyer API Keys page
Click Save
Make validates your API key automatically. Once saved, you return to the Create a webhook dialog with your new connection selected.
You only need to create this connection once. All future Notifyer modules in Make can reuse the same saved connection.
Back in the Create a webhook dialog, click Save to finish creating the webhook.
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Step 5 — Save the trigger and activate your scenario
You are now back in the main module configuration window. The webhook you created is selected and a Webhook URL is displayed (e.g. https://hook.eu1.make.com/...).
Confirm your webhook is selected in the Webhook dropdown
Click Save to finish configuring the trigger module
Toggle your scenario to Active (or click Run once to test first)
Your trigger is now live. When a matching message event occurs in your Notifyer console, Make will run your scenario automatically.
Set the scenario schedule to Immediately as data arrives (shown in the bottom toolbar) so instant triggers fire without delay.
Fires every time an incoming message arrives in your Notifyer console. This is the full-featured trigger for building AI chatbot workflows, lead qualification, CRM updates, and real-time automations — it exposes all conversation context fields including the AI note, conversation history, and scheduling data.Description in Make:“Incoming Messages from console (Notifyer System)”How to set up: Follow the 5-step trigger setup guide above. In Step 1, select Incoming Messages from console (Notifyer System) from the Triggers list.Output fields — everything your scenario receives when triggered:
Present when the inbound message came from a Click-to-WhatsApp ad or post. Includes source_type, source_id, source_url (platform), headline, body, media_type, creative URLs, and ctwa_clid. Omitted on ordinary chats and on most follow-up messages. See Click-to-WhatsApp ads.
A flat, readable version of the full conversation history — ideal for passing directly to an AI/LLM prompt without parsing the last_messages JSON array
The AI context note stored on this contact in Notifyer. Contains lead details: name, email, preferences, background, language, etc. Set this via the Update a Contact action or directly in the Notifyer console
Automation instructions for the AI — rules the AI follows automatically based on conversation events (e.g. “If budget confirmed and timeline under 6 months, notify the agent within 1 hour”)
Incoming & Outgoing Messages from console (Notifyer System)
Type: Instant Trigger | Connection: Notifyer only
Fires on both incoming and outgoing messages — every message sent or received in your Notifyer console triggers this, including messages typed by hand in the WhatsApp Business app. Use it for conversation logging, CRM sync, or automations that must react when a teammate replies on their phone.Description in Make:“Get your sent and incoming messages data through a single webhook.”How to set up: Follow the same 5-step trigger setup guide above. In Step 1, select Incoming & Outgoing Messages from console (Notifyer System) instead.Key difference: This trigger also fires when your business sends a message. Use the incoming_message field to branch your logic:
incoming_message = true → a contact sent your business a message
incoming_message = false → your business sent a message to a contact (phone app, Notifyer inbox, or automation)
Output fields: Identical to the Incoming Messages from console trigger above, with these differences:
true when the contact sent a message, false when your business sent a message. Add a Router or Filter module after this trigger to branch logic based on direction
Which system or person sent an outgoing message: "WhatsApp App" for the WhatsApp Business app, the teammate’s name for the Notifyer chat inbox, or the automation/app name for Make, Zapier, n8n, or API
Notifyer delivers both incoming and outgoing messages to your webhook or automation trigger — including messages typed by hand in the WhatsApp Business app on your phone.This is possible because Notifyer supports Meta WhatsApp Coexistence. You keep using WhatsApp Business on your phone; those hand-typed replies still reach an external webhook and can start an automation. They are not limited to the Notifyer web inbox.
Trigger n8n (or any webhook) from WhatsApp messages — including replies typed in the WhatsApp Business app
true when a contact sent a message to your business. false when your business sent a message to the contact (outgoing). Filter on this field to run logic only for one direction.
true when a person sent the message (WhatsApp Business app or Notifyer chat inbox). false when a bot or automation sent it. Combine with send_by to see both whether a human sent it and which teammate or system did.
This is the JSON Notifyer POSTs when someone types a reply in the WhatsApp Business app. incoming_message is false, send_by is "WhatsApp App", and was_message_by_human is true.
last_message_of_bot is the last message your business sent — whether a human typed it in the WhatsApp Business app or the Notifyer inbox, or a bot/automation sent it. last_messages is a JSON string of the last ~20 messages (parse it before iterating). phone_number may arrive as a number rather than a string.
When the same person sends from the Notifyer chat inbox instead of the phone app, the payload is identical except:
When a contact messages you after tapping a Click-to-WhatsApp ad (Facebook, Instagram, or WhatsApp Status), Meta includes a referral object on that inbound event. Notifyer forwards it in webhook and trigger data (n8n, Make, Zapier).Use it to see which ad, creative, and platform produced the lead — then label the chat, route it, or send ctwa_clid back to Meta for campaign optimization.
referral is typically present on the first inbound message after the ad click. Later messages in the same conversation usually omit it. Persist ctwa_clid and source_id as soon as you see them.
Field
What it tells you
source_type
"ad" for an ad, "post" for an organic post
source_id
Ad or post ID — use this to group leads by creative
source_url
Where they tapped (Instagram permalink, Facebook/ad URL)
headline / body
Ad copy the lead saw
media_type
"image" or "video"
image_url / video_url
Creative asset URL
ctwa_clid
Click ID for Meta Conversions API attribution
{ "incoming_message": true, "last_message_of_user": "Quiero información", "referral": { "source_type": "ad", "source_id": "52540693396957", "source_url": "https://www.instagram.com/p/DZiVBz7gAF9/", "headline": "Expo Nissan", "body": "Aprovechá la EXPONISSAN y llevate tu nuevo Nissan Kicks Play Sense MT.", "media_type": "image", "image_url": "https://scontent.xx.fbcdn.net/v/t45.1600-4/example.jpg", "ctwa_clid": "AfhN-JKvx8HeFTmfB-Tu11zktQRJ-MNdMV1mwvDNxHnpYrGl-jVf3OEFhLva_MP41zYRe5ErUteWFn3v4gkkjzfIEVr9J_u8GAo3-o6DqShykM4Zsl14FcU5MyThsCoQ" }}
If your delivery includes the Cloud API envelope instead of a flattened Notifyer payload, the same object lives at entry[].changes[].value.messages[].referral. Full field reference and a complete example: Message webhooks — Click-to-WhatsApp ads.
Description in Make:“Send WhatsApp Messages using the official WhatsApp API. You can add labels to a WhatsApp conversation and also write notes about the lead that will appear in WhatsAble’s chat interface.”Send a WhatsApp message immediately to any phone number. Supports both template messages (to start a new conversation) and non-template messages (within an active 24-hour window). Labels and notes set here appear directly in your Notifyer console — making this the primary send module for Notifyer System users.API endpoint:https://api.insightssystem.com/api:pqxobaAo/sendHow to configure:
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Add the module
Click + → search for WhatsAble or WhatsAble for WhatsApp Business → under Actions, select Send WhatsApp Message
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Select your connection
Choose your existing connection or create a new one with your Notifyer API key
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Choose your configuration
Select from the Configuration dropdown:
Send WhatsApp Template (to start conversation)
Send a non-template message (person must write to you first)
Use this to initiate a new conversation or reach out proactively. Requires a Meta-approved template.
Description in Make:“Schedule a follow-up to get sent later and add conditions so it only gets sent if the lead did not reply to you.”Schedule a WhatsApp message to be sent at a future time, with an optional reply condition that automatically cancels the message if the recipient responds before it sends. This is one of Notifyer’s most powerful automation features — use it to build no-reply follow-up sequences, re-engagement drips, and smart nurture workflows.How to configure:
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Add the module
Click + → search for WhatsAble or WhatsAble for WhatsApp Business → under Actions, select Schedule a follow-up Message
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Select your connection
Choose your Notifyer only connection
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Choose your message type
Select from the Configuration dropdown — either a template message or a non-template message. The fields are identical to the Send WhatsApp Message action above (phone number, template/message type, variables, labels, note).
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Set when to send it
Relative (Delay)
Specific Date & Time
Send the message after a delay from the time the scenario runs:
The timezone for the scheduled time — full global timezone list available (GMT-11 through GMT+12)
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Set a reply condition (recommended)
The reply condition tells Notifyer to cancel the scheduled message if the recipient replies within the specified timeframe — preventing follow-ups to contacts who are already engaged.
Cancelled if the contact replies at any point before scheduled send
Recipient never replied to any of my messages
Cancelled only if the contact has never replied to you at all
Recipient did not reply within 20 minutes
Cancelled if contact replies within 20 minutes
Recipient did not reply within 45 minutes
Cancelled if contact replies within 45 minutes
Recipient did not reply within 3 hours
Cancelled if contact replies within 3 hours
Recipient did not reply within 6 hours
Cancelled if contact replies within 6 hours
Recipient did not reply within 12 hours
Cancelled if contact replies within 12 hours
Recipient did not reply within 24 hours
Cancelled if contact replies within 24 hours
Recipient did not reply within 48 hours
Cancelled if contact replies within 48 hours
Recipient did not reply within 72 hours
Cancelled if contact replies within 72 hours
“Recipient did not reply after my last message” is the recommended default for most follow-up sequences — it ensures no follow-up is sent to contacts who are already in conversation with you.
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Set a label condition (optional)
Restrict the scheduled message to only send if the contact has (or does not have) a specific label:
Description in Make:“Assign conversation to someone in your team, Add information in the notes, add/remove labels. Simply put the phone number and what information you want to change. This appears in the chat interface of our system.”Update a contact’s details in your Notifyer console — set their display name, add or remove labels, or update the AI context note on their conversation. Use this to keep Notifyer contacts in sync with your CRM, form responses, or other external data.API endpoint:https://api.insightssystem.com/api:hFrjh8a1/make/recipient/details/update (PUT)How to configure:
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Add the module
Click + → search for WhatsAble or WhatsAble for WhatsApp Business → under Actions, select Update a Contact
Set or update the AI context note for this contact. The AI reads this field to personalize conversations. A well-structured note significantly improves AI response quality.Recommended note format:
email: john@example.com | Name: John SmithLooking for: 3BR house, $500k budget, north suburbsPre-approved: Yes | Language: EnglishBest time to contact: evenings after 6pm
One or more labels to remove from this contact. Select Remove All to clear all labels from this contact at once
Place Update a Contact at the very start of your scenario — before sending any message — to populate the AI Note from form or CRM data. This ensures the AI has full context before the first message is even sent.
Description in Make:“Check if the message was delivered or not. Use this if you’re not sure the number is correct and want to check if it was delivered and want to send a fallback email.”Check whether a previously sent WhatsApp message was delivered. Use this to build fallback automation — if a message was not delivered (e.g. incorrect number), automatically trigger an alternative action such as sending a fallback email.API endpoint:https://api.insightssystem.com/api:5l-RgW1B/conversation/{{messageId}} (GET)How to configure:
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Add the module
Click + → search for WhatsAble or WhatsAble for WhatsApp Business → under Searches, select Get delivery status of a message
The ID of the message to check. This is the ID returned in the output bundle of a previous Send WhatsApp Message or Schedule a follow-up Message action in the same scenario
Connect a Router module after this search to handle two paths: one for successfully delivered messages, and one for undelivered messages where you trigger a fallback (e.g. send a Gmail or Outlook email).
Add relevant labels: New Lead, Form SubmissionThis gives the AI complete context before any conversation starts
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Action: Send WhatsApp Message (Template)
Add Notifyer — Send WhatsApp Message set to the template configuration. Select your approved welcome template and map the recipient’s phone number and any template variables from the form data
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Action: Schedule a follow-up Message
Add Notifyer — Schedule a follow-up Message. Configure:
Message: a follow-up template (e.g. Hi {{1}}, just checking in...)
Schedule: 24 hours (Relative)
Reply condition: Recipient did not reply after my last message
This follow-up cancels automatically if the lead responds to your first message
Always use Update a Contact before Send WhatsApp Message in new-lead scenarios. Setting the note field with structured lead data (name, email, preferences, language, budget) dramatically improves AI conversation quality and lead qualification accuracy.
Always use reply conditions on follow-ups
Set a reply condition on every Schedule a follow-up Message. “Recipient did not reply after my last message” is the safest choice — it ensures no follow-up annoys contacts who are already in an active conversation with you. This also protects your WhatsApp account reputation.
Use labels and notes on every send
The Send WhatsApp Message action lets you attach labels and a note alongside every message. Use labels to tag conversations (e.g. Hot Lead, Form Submission) and the note field to keep AI context current. Both appear immediately in your Notifyer console.
Use conversation_paragraph for AI prompts
When building AI chatbot scenarios, pass the conversation_paragraph field to your AI model. It is a pre-formatted, flat text version of the conversation — much simpler to include in a prompt than parsing the last_messages JSON array.
Use Incoming & Outgoing trigger for full logging
If you need to log every message exchange to a CRM or database, use Incoming & Outgoing Messages from console and filter by incoming_message to handle both directions with separate scenario branches.
Capture Click-to-WhatsApp referral on the first message
When referral is present, store source_id, source_url, headline, and ctwa_clid on the contact immediately. Later messages in the same chat usually omit referral. Use source_url to see Instagram vs Facebook, and source_id to compare creatives.
Phone number format
Always provide phone numbers in full international format — digits only, no +, spaces, or dashes (e.g. 14155550187 for US, 447911123456 for UK, 966501234567 for Saudi Arabia).
Instant triggers only fire when the scenario is toggled Active in Make. Also confirm the schedule is set to Immediately as data arrives
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Verify the webhook is configured
Open the trigger module and confirm a webhook is selected in the Webhook dropdown and a Webhook URL is displayed. If the field is empty, follow the trigger setup guide to create one
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Verify your connection
Open the connection settings and confirm your Notifyer API key is valid and the connection shows a green tick
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Re-register the webhook
Try deactivating and reactivating the scenario — this re-registers the webhook with Notifyer. Check your Notifyer console to confirm messages are arriving there
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Check Notifyer console
If messages appear in your Notifyer console but the trigger does not fire, contact support
Messages not sending?
1
Check the connection
Verify your Notifyer API key is valid and the correct connection is selected
2
Check phone number format
Phone number must be digits only, full international format, no + or spaces (e.g. 14155550187)
3
Template not approved?
Ensure the selected template has Approved status in your Notifyer dashboard. Pending or rejected templates will cause an error
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24-hour window for non-template
Non-template messages can only be sent within 24 hours of the contact’s last incoming message. Outside this window you must use a template
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Check subscription credits
Verify your Notifyer subscription is active and has sufficient message credits
Template variables not populating?
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Fill all required variable fields
All body variable fields (Body 1, Body 2, etc.) are required — ensure none are empty or mapped to empty values
2
Check the template preview
The template dropdown shows a live preview of the body text and example variable values — use this as a reference to understand what each variable slot expects
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Media URL must be public
If your template has a media header, the URL must be publicly accessible. Test it in an incognito browser window
Scheduled message was not sent?
1
Reply condition may have cancelled it
If you set a reply condition and the contact replied before the scheduled time, the message was intentionally cancelled. Check the contact’s conversation in your Notifyer console
2
Check the scheduled time
Verify the delay value and unit are correct (minutes vs hours vs days)
3
Check scenario run history
Go to Make scenario history to confirm the Schedule a follow-up module executed without errors at the time the trigger fired
Update a Contact changes not appearing in Notifyer?
1
Verify the phone number
The phone number must exactly match the contact’s number in Notifyer. If the contact doesn’t exist yet, the update creates the record
2
Check you're using the right connection
Update a Contact requires the Notifyer only connection — make sure you are not using a different connection type