Send helpful signing instructions as WhatsApp media
Share a visual guide or supporting document right in the signer's conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send media
Send a media message to a whatsapp number. note: the media will be delivered to the recipient only if they have texted first.
Why this helps
Text alone may not explain a signing step clearly, causing repeated questions and delays.
- Put visual guidance in the conversation
- Reduce repeated explanations
- Send a relevant supplied file when help is needed
Setup
Build it in a few focused steps.
- 1Connect Boloforms and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis to send the relevant media and a short explanation using the file reference and signer context supplied with the webhook.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and verify the media and recipient.
Questions about this workflow
Does this action create or upload the media file?
No. This action sends media. The workflow needs a supported media reference or URL supplied by your process.
Can media be delivered to a recipient who has not texted first?
The action notes that media is delivered only if the recipient has texted the WhatsApp number first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Whatsapp. A trigger fires from one place; an action lands in another.
Boloforms 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.
Boloforms and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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