Share the right contact after a meeting
When a meeting leads to an introduction or handoff, share the relevant contact without retyping their details.
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 promised introduction can stall when contact details are buried in notes or need to be copied by hand.
- Make a promised introduction easier to complete.
- Avoid retyping contact details from meeting notes.
- Keep a practical handoff close to the meeting follow-up.
Setup
Build it in a few focused steps.
- 1Connect Avoma and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3In one instruction, ask Notis to share the relevant contact details supplied with the meeting follow-up through WhatsApp.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real meeting and a recipient who has initiated a WhatsApp conversation.
Questions about this workflow
Can WhatsApp send this contact to someone who has not messaged the business?
The recipient must have initiated a conversation first for the contact message to be delivered.
Does Avoma trigger this automatically?
No Avoma trigger is available here. Start the automation with a Notis webhook request containing the relevant details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Whatsapp. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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