Collect Equipment Preferences Before Day One
Give new hires a quick way to share their equipment preferences before they start.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Waiting until the first day to learn a new hire's equipment needs can slow down setup.
- Prompt for preferences before the start date.
- Present up to ten clear options in a list.
- Reduce back-and-forth during equipment setup.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to find employees starting soon and send the supplied number a WhatsApp list of the equipment options you provide.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real upcoming hire and confirm the person has an eligible WhatsApp conversation.
Questions about this workflow
Does the list response update BambooHR?
No. This action sends an interactive list; it does not capture replies or update employee records.
Where do the equipment options come from?
Provide the options in your instruction, since BambooHR may not contain your current equipment catalog.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Whatsapp. A trigger fires from one place; an action lands in another.
Bamboohr 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.
Bamboohr and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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