Hand Off a Feedback Request Clearly
Give the next person a short, useful handoff in WhatsApp, with the context they need to pick up the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Feedback handoffs lose time when the next person has to reconstruct the request and its context.
- Make the next action easier to see.
- Include ownership only when it is supplied.
- Reduce back and forth to reconstruct request context.
Setup
Build it in a few focused steps.
- 1Connect Canny and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to format the supplied feedback as a short handoff with the request, context, next action, and owner when present.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and confirm the WhatsApp recipient has messaged the number first.
Questions about this workflow
Can this assign an owner in Canny?
No. The WhatsApp action sends a message and does not change ownership in Canny.
What if the owner is missing?
Notis should leave out the owner rather than infer one.
Can this send a group handoff?
Use a WhatsApp number that is appropriate for the intended recipient. The recipient must have messaged that WhatsApp number first for regular messages to be delivered.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canny to Whatsapp. A trigger fires from one place; an action lands in another.
Canny 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.
Canny and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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