Pass referral details along without retyping them
Turn a referral handoff into a contact card that is easy to save and use.
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
Copying contact details between a CRM record and a chat invites typos and slows introductions.
- Avoid retyping available contact details
- Make a referral easier to save on a phone
- Keep the shared information tied to the handoff
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the referral contact share.
- 3Tell Notis which referral contact details to use from the incoming handoff and Agile CRM, and to send only details that are present.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real referral and confirm the recipient has initiated a WhatsApp conversation first.
Questions about this workflow
Can this introduce two people in a new WhatsApp conversation?
The Send contacts action delivers only if the recipient has initiated a conversation first.
Will missing contact details be filled in automatically?
Only details available in the handoff or Agile CRM can be shared. Supply any missing details before sending.
Does this send a text introduction too?
The selected action sends contacts. It does not send a text message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Whatsapp. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.