Share progress files from ApptiveGrid
Keep people updated with the relevant file from their record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send media
Send a media message to a whatsapp number. note: the media will be delivered to the recipient only if they have texted first.
Why this helps
Progress files can be ready in the database while the person waiting for them hears nothing.
- Review records for supplied progress media on a schedule.
- Send the relevant supported URL with a short explanation.
- Reduce manual file chasing and chat switching.
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to find records with new progress media and send the supported media URL to eligible contacts with a brief update.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Test with one real record and supported media URL, confirming the contact has texted your WhatsApp number first.
Questions about this workflow
Does the workflow create a media URL?
No. The record data must already include a usable media URL for the send media action.
Can it send files outside the conversation window?
The send media action is limited to recipients who have texted your WhatsApp number first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApptiveGrid to Whatsapp. A trigger fires from one place; an action lands in another.
ApptiveGrid 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.
ApptiveGrid and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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