Give document issues a clear contact
Help recipients reach the person who can unblock a document issue.
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
A document problem can linger when nobody knows who owns the next step.
- Make the next contact clear during a document handoff.
- Reduce uncertainty about who can resolve an issue.
- Keep contact sharing connected to the process that needs it.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction the document issue context and contact to share.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real issue and a recipient who initiated a conversation.
Questions about this workflow
Does Api2pdf determine whether a document issue needs escalation?
No issue or escalation trigger is listed. Start the workflow with a webhook and provide the contact and context.
Can a contact card be delivered before the recipient initiates a conversation?
The Send contacts action is delivered 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 Api2pdf to Whatsapp. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf 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.