Share the right sales contact without searching for it
When a CRM or intake system posts a contact-sharing request, have Notis send the supplied contact details to the WhatsApp recipient.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send contacts
Send contacts whatsapp number. note: the message will be delivered to the recipient only if they have initiated a conversation first.
Why this helps
Finding and copying a colleague's contact details interrupts a conversation and can delay a useful introduction.
- Shares contact details in a familiar format
- Cuts manual lookup and copy steps
- Helps keep introductions moving
Setup
Build it in a few focused steps.
- 1Connect Notis to 2chat and WhatsApp once in the portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction to send the supplied contact card when a sharing request is posted.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request, confirming the recipient has initiated a WhatsApp conversation.
Questions about this workflow
Can it look up contact details that were not sent to Notis?
No. The webhook or your instruction must provide the contact details to share.
Will the contact be delivered to a recipient who has never messaged us?
The Send contacts action delivers only if the recipient has initiated a conversation first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Whatsapp. A trigger fires from one place; an action lands in another.
2chat 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.
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.
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.
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.
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.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
2chat and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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