Make customer handoffs easier with a contact card
When a handoff needs a person, put their contact details directly in the WhatsApp conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 useful introduction can stall when someone has to find and retype contact details from a record.
- Share a contact card when a record indicates a concrete handoff.
- Save time retyping contact details.
- Keep the handoff attached to the customer's existing WhatsApp conversation.
Setup
Build it in a few focused steps.
- 1Connect Backendless and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to find records that need a contact handoff and send only the relevant contact details available in Backendless.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real handoff and confirm the recipient has initiated a WhatsApp conversation.
Questions about this workflow
Will the contact card send to any number?
The Send contacts action is delivered only if the recipient has initiated a conversation first.
What if a contact record is incomplete?
Notis should skip sending when required contact details are missing rather than fill them in.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Backendless to Whatsapp. A trigger fires from one place; an action lands in another.
Backendless 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.
Backendless 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.