Share a useful fundraising contact in one WhatsApp message
Pass along a relevant contact card without copying names and numbers into a separate message by hand.
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
Re-entering contact details creates friction and increases the chance of sharing incomplete information.
- Share contact information as a WhatsApp contact card.
- Reduce manual re-entry of supplied contact details.
- Keep the action focused on a specific contact-sharing request.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3Tell Notis to share the supplied contact card with the supplied WhatsApp recipient.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the recipient has initiated a WhatsApp conversation.
Questions about this workflow
Does the automation find contacts automatically?
It can use contacts available through Blackbaud or included in the request. The workflow requires the intended contact and recipient to be identifiable.
Can WhatsApp deliver a contact card to a recipient who has not messaged first?
The action description says delivery requires the recipient to have initiated a conversation first.
Will this send a fundraising message too?
No. The selected action shares contact information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Whatsapp. A trigger fires from one place; an action lands in another.
Blackbaud 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.
Blackbaud and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.