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Share the right contact details when a campaign handoff needs a person

Use a Bigmailer handoff payload to send a WhatsApp contact card and help an interested person reach the right teammate.

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 warm handoff can lose momentum when someone has to find and copy the right person's details manually.

  • Make the handoff easier to act on
  • Avoid manually copying contact information
  • Connect the campaign context to the right person

Setup

Build it in a few focused steps.

  • 1Connect Bigmailer and WhatsApp once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to use the incoming handoff details to share the relevant contact over WhatsApp only when the recipient has texted first.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real handoff and confirm the contact details.

Questions about this workflow

Will the contact card work for people who have not messaged us?

The listed Send contacts action is delivered only if the recipient has initiated a conversation first.

Which contact will be shared?

The automation needs the relevant contact details in the webhook payload or other available context. It should not invent missing names or numbers.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bigmailer to Whatsapp. A trigger fires from one place; an action lands in another.

Bigmailer triggers

Whatsapp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get phone number

Get details of a specific phone number associated with a whatsapp business account.

ActionInstant

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

ActionInstant

Connect any two apps with Notis in the middle.

Bigmailer and Whatsapp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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