Reach new Capsule leads on WhatsApp
A new lead should not sit unnoticed in your CRM. Send a concise WhatsApp introduction as soon as Capsule lead details arrive at your Notis webhook.
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
Copying a new lead's details into a message takes time and makes it easy to delay the first follow-up.
- Respond to leads while their inquiry is fresh.
- Avoid switching between Capsule and WhatsApp to start outreach.
- Personalize the message using the information included in the webhook request.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to send a brief introduction using the lead details supplied with the request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real lead and a recipient who has already messaged your WhatsApp number.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Capsule CRM has no listed trigger events, so the request must carry the lead details Notis needs.
Can WhatsApp deliver the first message to any lead?
The listed Send message action delivers only if the recipient has texted first. Use a template message for eligible template-based outreach outside that window.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Whatsapp. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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