Automation · Orders and fulfillment
Log the orders that arrive on WhatsApp in NocoDB and answer how they are going
An AI agent saves every order that arrives on WhatsApp in your NocoDB table, links it to the customer and answers what status it is in.
How do I get WhatsApp orders into my NocoDB base without copying them by hand?
When a customer orders something on WhatsApp, the Met finds your customers and orders tables in NocoDB and reads their fields so it does not make up columns. It looks up the customer by phone, creates the order with what they asked for and links it to the customer's record. Days later, when the customer asks how it is going, the Met queries the orders table with their phone or order number and answers with the status your team has in NocoDB. The Met does not change the status: your team still does that, because updating records starts switched off.
What starts it
When the customer writes
It starts when a customer writes on WhatsApp to place an order or ask about one they already placed. There is no trigger to configure: the Met assigned to the line handles it inside that conversation.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
Orders Met that keeps the base in NocoDB
Customer service team
This is not a named, seeded Met. It is the Met that already answers the business's WhatsApp, with NocoDB connected: its work ends when the order is logged and linked to the customer, or when the customer knows what status their order is in.
Run by the customer support Met
Channels: WhatsApp
What you need connected
- NocoDB Automate and collaborate
5 steps · 6 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Find the customers and orders tables
The Met lists the tables in the base you named in the skill and keeps the customers table and the orders table. If the connection does not reach that project, it cannot see them: you need to add it in the NocoDB authorization.
- 2
Read the fields before writing
The Met gets each table's schema to know which fields exist, such as product, quantity, address or status, and which link field connects order and customer. That way it does not write into a column your team never created.
- 3
Find the customer or register them
The Met queries the customers table filtering by the conversation's phone number. If they are not there, it creates their record with name and phone; if they are, it keeps their ID.
- 4
Create the order and link it to the customer
The Met creates the order record with what the customer asked for and the initial status your team uses, and links it to the customer's record through the link field, without touching the other links.
- 5
Answer how the order is going
When the customer asks later, the Met queries the orders table with their phone or order number and answers with the status the record has. If they have several orders, it counts how many are open before listing them.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
A NocoDB base with customers and orders
Two tables with a link field between them and a status field your team keeps up to date. Whatever is not in the base, the Met does not know.
-
NocoDB connected with permission to create
In Met, open Connections → NocoDB → Connect. In the NocoDB authorization add that project and allow reading and writing records. Leave the create and link actions on.
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A WhatsApp line with the Met assigned
The business connects its WhatsApp Business API line and assigns the Met that answers customers, with the NocoDB skill.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not change the order status: updating records starts switched off, so your team moves the status in NocoDB and the Met only reads it.
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It does not charge for the order or deduct stock. It logs what the customer asked for; charging needs another integration.
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It does not ask for confirmation in the chat before creating the record: if the action is on, it creates it with what it understood from the conversation.
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It is not free for your NocoDB allowance: every query counts as an API Call, and each link counts one call per record.
FAQ
Questions about this automation
Only if the admin turns on the update action, which starts switched off because NocoDB marks it as destructive. This procedure leaves the status to your team.
The Met searches by the conversation's phone number. If it cannot find it, it asks for the order number and queries by that field.
Yes. If your base keeps everything in one orders table with the phone as a field, the Met skips linking to the customer.
Up to 100 records per call, but in this procedure it creates one per conversation: the order the customer just placed.
Keep going
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.