Add business contact context to a booking handoff
Keep the business contact details close to a booking handoff when someone needs to know who is coordinating.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A contact can have a booking but still lack the business details needed to follow up confidently.
- Retrieve business profile information for the connected WhatsApp phone number.
- Make business contact details available in the workflow report.
- Support clearer handoffs around scheduled meetings.
Setup
Build it in a few focused steps.
- 1Connect Cal and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to retrieve the WhatsApp business profile details relevant to this booking handoff and summarize them.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real booking handoff and review the profile information returned.
Questions about this workflow
Does the profile lookup send anything to the attendee?
No. Get business profile retrieves information for a WhatsApp business phone number.
What details can it include?
The supplied action description lists business details such as description, address, website, and contact information.
How does the booking context arrive?
Include it in a Notis webhook request. Cal trigger events are not available in this setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cal to Whatsapp. A trigger fires from one place; an action lands in another.
Cal 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.
Cal and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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