Send a WhatsApp update when a proposal is ready
Keep proposal handoffs moving with a short client message at the right moment.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
A finished proposal can sit unnoticed while you switch between writing, email, and client follow-up.
- Tell clients a proposal is ready without writing a separate update.
- Include a direct next step in the message.
- Reduce the chance that a completed proposal is overlooked.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to send the client a concise WhatsApp update when your proposal-ready webhook arrives, including the proposal link and next step.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal and confirm the recipient has texted your WhatsApp number first.
Questions about this workflow
Does Better Proposals provide a trigger for this workflow?
No. Better Proposals has no listed trigger event, so a Notis webhook starts the automation when your system or process sends an HTTP request.
Can the message include a proposal link?
Yes, if the webhook request includes the link and the prompt tells Notis to include it.
Will the client receive the message if they have never messaged us on WhatsApp?
The Send message action delivers only if the recipient has texted your WhatsApp number first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Whatsapp. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.