Share a referral contact without retyping their details
When a referral is ready, pass along the contact details as a WhatsApp contact card instead of typing them out again.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Manually copying and reformatting referral details creates friction and can introduce mistakes.
- Share contact details in a ready-to-save format.
- Avoid retyping information already supplied to Notis.
- Make warm introductions easier to act on.
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 the referral contact supplied with the request to the intended WhatsApp recipient.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real referral and a recipient who has already messaged your WhatsApp number.
Questions about this workflow
What contact information can this use?
Use the details supplied in the webhook request. The workflow does not assume a particular Capsule data structure.
Can the recipient receive a contact card without messaging first?
The Send contacts action delivers only if the recipient has initiated a conversation first.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.