Send a WhatsApp update when a merged document is ready
Close the loop on document delivery with a clear WhatsApp message after an ActiveMerge merge is complete.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
A finished merge can sit unnoticed while you switch between tools to tell the client it is ready.
- Tell the client promptly that the merged document is ready.
- Include the document link or next step supplied in the webhook request.
- Keep the completion update in the conversation the client already uses.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe that Notis should send the client a short ready message using the recipient and delivery details in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Have your ActiveMerge process call the webhook with one real completed merge, then review the result.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Have the process that completes the ActiveMerge merge call the webhook.
Can Notis include the document link?
Yes, when the webhook request contains a link. The automation cannot infer a link that ActiveMerge does not provide in the request.
Can this message reach someone who has not messaged us?
The Send message action is intended for a recipient who has texted your WhatsApp number first. For messages outside the 24-hour window, use an approved template message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Whatsapp. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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