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Social Media Automation

Auto Reply DMs

Qualify DM inquiries, answer FAQs, and route hot leads to sales on WhatsApp or email.

Automation overview

What this automation does

This automation starts when new DM webhook from Meta Messenger / Instagram messaging API. It meta insights process via meta insights, openai process via openai, notion pull, shopify pull, and hubspot pull, then support, sales, spam, or partnership. FAQs auto-respond with Notion-sourced answers; price inquiries pull live Shopify inventory; qualified leads create HubSpot.

Trigger
New DM webhook from Meta Messenger / Instagram messaging API
Main actions
Meta Insights process via Meta Insights → OpenAI process via OpenAI …
Final outcome
support, sales, spam, or partnership. FAQs auto-respond with Notion-sourced answ…
Execution time
1–3 minutes
Apps used
8 integrations
AI-powered
No
Difficulty
Advanced
Advanced
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
Webhooks
Webhook received
Step 1
Meta Insights
Process via Meta Insights
AI
OpenAI
Process via OpenAI
Step 3
Notion
Pull
Step 4
Shopify
Pull
Step 5
HubSpot
Pull
Result
HubSpot
Workflow complete
Step-by-step

How each step runs

  1. 1
    WebhooksTrigger
    Webhook received

    New DM webhook from Meta Messenger / Instagram messaging API

  2. 2
    Meta Insights
    Process via Meta Insights

    Instagram and Facebook DM webhooks trigger GPT-4o classification

  3. 3
    OpenAI
    Process via OpenAI

    Instagram and Facebook DM webhooks trigger GPT-4o classification

  4. 4
    Notion
    Pull

    support, sales, spam, or partnership. FAQs auto-respond with Notion-sourced answers; price inquiries pull live Shopify inventory; qualified leads create HubSpot

  5. 5
    Shopify
    Pull

    support, sales, spam, or partnership. FAQs auto-respond with Notion-sourced answers; price inquiries pull live Shopify inventory; qualified leads create HubSpot

  6. 6
    HubSpot
    Pull

    support, sales, spam, or partnership. FAQs auto-respond with Notion-sourced answers; price inquiries pull live Shopify inventory; qualified leads create HubSpot

  7. 7
    HubSpot
    Workflow complete

    support, sales, spam, or partnership. FAQs auto-respond with Notion-sourced answers; price inquiries pull live Shopify inventory; qualified leads create HubSpot

Apps used

Connected applications

Webhooks

Process via Webhooks

Meta Insights

Process via Meta Insights

OpenAI

Process via OpenAI

Notion

Pull

Shopify

Pull

HubSpot

Pull

WhatsApp

Pull

Twilio

Pull

Summary

Automation summary

Trigger
New DM webhook from Meta Messenger / Instagram messaging API
Inputs
New DM webhook from Meta Messenger / Instagram messaging API, Business Name, Notification Email, Timezone
Outputs
support, sales, spam, or partnership. FAQs auto-respond with Notion-sourced answers; price inquiries pull live Shopify inventory; qualified leads create HubSpot, Shopify pull, HubSpot pull
Business goal
Automate auto reply dms end-to-end with accurate app routing.
Execution frequency
Real-time on event
Estimated runtime
1–3 minutes
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
Webhooks, Meta Insights, OpenAI
Benefits

Why use this automation?

Save ~8 hours/week

Remove repetitive steps from Auto Reply DMs so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

  • Webhooks
  • Meta Insights
  • OpenAI

Required accounts

  • Active Webhooks workspace with API access
  • Active Meta Insights workspace with API access
  • Active OpenAI workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

  • 30 min including app authorization and test run
  • Difficulty: Advanced

Optional apps

  • Notion (optional)
  • Shopify (optional)
  • HubSpot (optional)
  • WhatsApp (optional)
  • Twilio (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~15 min

Required connections

  • webhooks(required)
    Previewwebhooks: workflow actions run in preview
    ⚠ Missing
  • Meta (Facebook & Instagram)(required)
    PreviewMeta (Facebook & Instagram): workflow actions run in preview
    ⚠ Missing
  • OpenAI(required)
    ⚠ Missing
  • Notion(required)
    PreviewNotion: workflow actions run in preview
    ⚠ Missing
  • • Missing connection: webhooks
  • • Missing connection: Meta (Facebook & Instagram)
  • • Missing connection: OpenAI
  • • Missing connection: Notion
Manage all connections →View all installations →

Workflow summary

Trigger
New DM webhook from Meta Messenger / Instagram messaging API
Steps
7 nodes
Required apps
4
Optional apps
2

Trigger

Webhook trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeAdvancedPartial30 min setup★4.62.8k installs · 494 reviews
Customize for My Business
Analytics

Template performance

33.6k
Views
2.8k
Installs
702
Favorites
4.6
Avg rating
8.3%
Conversion
30 min
Setup time
98%
Success rate
86
Trending score
Most used integrations
WebhooksMeta (Facebook & Instagram)OpenAI

Instagram and Facebook DM webhooks trigger GPT-4o classification—support, sales, spam, or partnership. FAQs auto-respond with Notion-sourced answers; price inquiries pull live Shopify inventory; qualified leads create HubSpot contacts and send a WhatsApp follow-up via Twilio with the customer's DM context attached.

Some steps run in preview until their integrations go live.

Required apps
WebhooksPreviewMeta (Facebook & Instagram)PreviewOpenAILiveNotionPreview
Optional apps
ShopifyPreviewHubSpotPreview
All integrations
WebhooksMeta (Facebook & Instagram)OpenAINotionShopifyHubSpot
Workflow preview

How Auto Reply DMs runs

1
Trigger
Connect CRM and commerce
2
Process
Rule engine
3
Action
webhooks
4
Notify
Alert & log
WebhooksMeta Facebook InstagramOpenaiNotionShopifyHubspot
Setup steps

Get started in 5 steps

  1. 1
    Enable messaging webhooks

    Configure Meta messaging permissions, webhook verify token, and page access tokens.

  2. 2
    Connect CRM and commerce

    Link HubSpot, Shopify, Notion FAQ, Twilio WhatsApp, and Slack for escalations.

  3. 3
    Build intent classifier

    Train categories on 50 example DMs; set confidence threshold for auto-reply vs. human handoff.

  4. 4
    Configure lead routing

    Map high-intent signals—pricing, bulk order, demo request—to HubSpot pipeline stage and WhatsApp template.

  5. 5
    Pilot with logged replies

    Week one: suggest replies in Slack only; week two: enable auto-send for FAQ intents.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification Emailemail—Yes
Timezoneselect—Yes
Shopify Store DomaintextNo
FAQ

Frequently asked questions

24-hour messaging window?

Auto-replies must fire within Meta's 24-hour window; outside window, workflow queues human outreach.

WhatsApp opt-in required?

Workflow only sends WhatsApp if customer shares phone or clicks opt-in link in DM.

Image DMs handled?

Vision model describes image and routes product lookup if SKU visible; otherwise escalates.

Conversation history?

Last 10 messages included in context for coherent multi-turn replies.

Get started

Customize Auto Reply DMs for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert