Make your review coordinator easy to find
Share the right contact when it is time to coordinate a recurring scorecard review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Finding the person responsible for coordinating a review adds friction before the work even starts.
- Put the review coordinator's contact within reach.
- Reduce time spent searching old conversations.
- Support a smoother recurring review handoff.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the contact reminder.
- 3Tell Notis which coordinator contact to share and the scorecard review context to mention.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real example and confirm the recipient has initiated a conversation.
Questions about this workflow
Where does the contact information come from?
Provide the contact details in your instruction or use information available to the automation.
Can the recipient receive a contact card without messaging first?
The Send contacts action delivers only if the recipient has initiated a conversation first.
Does this discover BSC Designer users?
No. BSC Designer has no listed trigger events here. Specify the coordinator you want to share.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BSC Designer to Whatsapp. A trigger fires from one place; an action lands in another.
BSC Designer 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.
BSC Designer and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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