Move useful introductions into WhatsApp
Carry a useful introduction forward by sharing contact details in the WhatsApp conversation where the next step belongs.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
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
Contact details in an email often need to be copied and forwarded before anyone can act on an introduction.
- Share a contact card without copying details by hand.
- Keep an introduction alongside the relevant conversation.
- Reduce the chance of losing a useful referral in the inbox.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis what it should accomplish.
- 3In one instruction, explain which introductions are useful and who should receive the contact details.
- 4Select Agent mail's New Email Received trigger, choose a report channel, and test with one real example.
Questions about this workflow
Will the contact card be delivered to anyone on WhatsApp?
The recipient must have initiated a conversation by texting your WhatsApp number.
Can Notis share every contact mentioned in every email?
Describe the introductions that matter and the intended recipient in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Whatsapp. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.