Reply to supporters with the fundraising context at hand
Bring the relevant Blackbaud details into a focused WhatsApp reply to a specific incoming message.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send reply
Send a reply to a specific message in a whatsapp conversation. this creates a contextual reply that shows which message you're responding to. note: the reply will be delivered to the recipient only if they have texted first.
Why this helps
Replying well can take extra time when the conversation and supporter context are in separate places.
- Keep the reply tied to a specific WhatsApp message.
- Use supplied supporter context to reduce manual lookup.
- Create a concise response for a human review process if desired.
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 how to respond to the supplied WhatsApp message using only the provided fundraising context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example, including the message reference needed for a contextual reply.
Questions about this workflow
What information is needed for a contextual reply?
The automation needs the relevant conversation and message reference, along with any Blackbaud context to use. Do not assume that missing history is available.
Can it reply to a message outside WhatsApp's conversation window?
The action is intended for a specific message in a WhatsApp conversation. Follow WhatsApp's rules for the conversation and recipient.
Does this update the Blackbaud supporter record?
No. The selected action sends a WhatsApp reply and does not update Blackbaud.
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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