Keep the quarterly coordinator one tap away
Make it simpler to coordinate the next strategy review by sharing the right contact at the right time.
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
A recurring review can be delayed while people search for the person coordinating it.
- Make the review coordinator easy to reach.
- Reduce contact searching before the review.
- Support a smooth quarterly planning 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 coordinator contact share.
- 3Tell Notis which contact to share and why the quarterly review is coming up.
- 4Choose a quarterly schedule and where run reports should go.
- 5Test with one real example and confirm the recipient has initiated a conversation.
Questions about this workflow
What contact details should I use?
Specify the contact you want to share and provide the details required by the connected WhatsApp action.
Will this message be delivered if the recipient has never texted?
The Send contacts action delivers only if the recipient has initiated a conversation first.
Does this contact have to be a BSC Designer user?
No. The action shares a contact you specify; the source app supplies the review context.
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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