Keep WhatsApp business details handy for outreach
Put the business profile details in a recurring briefing so the team can reference them while preparing Capsule follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
The business description and contact details can be scattered across settings when someone needs them for customer outreach.
- Bring WhatsApp business profile information into a scheduled report.
- Make business details easier to find during outreach preparation.
- Reduce manual checks in WhatsApp settings.
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 retrieve the WhatsApp business profile and summarize its details for outreach preparation.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test once and confirm the profile summary is helpful.
Questions about this workflow
What does the profile action return?
It retrieves business profile information for a WhatsApp business phone number, including details such as description, address, website and contact information.
Does this update the WhatsApp profile?
No. The listed action retrieves profile information.
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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