Qualify a company and send the brief to WhatsApp
Turn a company name or domain into a short research brief you can act on from WhatsApp.
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 promising lead can stall while you switch tools to research the company and decide what to do next.
- Get a concise company snapshot in your messaging workflow.
- Reduce the delay between lead intake and first review.
- Keep useful context available for a quick follow-up decision.
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to research the company in the webhook request and send a concise qualification brief to your WhatsApp number.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real company request and check the message.
Questions about this workflow
What should the webhook request include?
Include a company name or domain and any context you want considered, such as the lead source or qualification criteria.
Does Bigpicture provide a built-in trigger for this workflow?
No. Start it with a Notis webhook request.
Can the workflow decide whether a lead is qualified?
It can compare research with criteria you supply. If you do not provide criteria, ask it to summarize evidence without making a pass or fail decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigpicture io to Whatsapp. A trigger fires from one place; an action lands in another.
Bigpicture io 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.
Bigpicture io and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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