Review prospect context and choose a next step
Get the evidence and make a simple follow-up choice without opening another workspace.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
After research, the next step can still get lost when you have to return to a separate task or CRM view to decide.
- Pair a focused research summary with a direct decision prompt.
- Answer with a tap when the choice is straightforward.
- Keep follow-up momentum after researching a company.
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 short evidence summary with up to three relevant decision buttons.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect and confirm the message recipient has texted your WhatsApp number first.
Questions about this workflow
What kinds of choices fit button messages?
Use a small set of clear options, such as review later, follow up, or not a fit. Interactive button messages support up to three predefined buttons.
Can this send a button message to any phone number?
WhatsApp delivers button messages only if the recipient has texted your number first.
What if I need more detailed decisions?
Ask Notis to send a plain research brief instead, or use a list message when there are several structured options.
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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