Share the right contact during a handoff
Help a lead reach the right person by sharing a contact card as part of a deliberate handoff.
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
A warm introduction can stall when the lead has to search for the person who can help next.
- Make a warm handoff easier by sharing contact details directly.
- Reduce back and forth to find the right person.
- Use the lead context provided with the handoff.
Setup
Build it in a few focused steps.
- 1Connect Botdog and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the contact handoff.
- 3In one instruction, tell Notis which contact to share and why the lead is receiving it.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real contact who has already started a WhatsApp conversation.
Questions about this workflow
Will WhatsApp send the contact to someone who has not messaged first?
The Send contacts action notes delivery only if the recipient has initiated a conversation first.
Can this look up the contact from Botdog?
Botdog trigger events are not provided. Include the contact details in the webhook request or instruction.
What kind of handoff is this useful for?
Use it when a lead should connect with a specific teammate or point of contact and the recipient has an active WhatsApp conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botdog to Whatsapp. A trigger fires from one place; an action lands in another.
Botdog 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.
Botdog and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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