Send production contacts from a WhatsApp handoff
Put the right contact details in the collaborator's chat when a production handoff needs a direct connection.
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
People lose time searching old messages for a producer, editor, or location contact during a handoff.
- Deliver contact details in a familiar chat
- Reduce searching through old production threads
- Make collaborator handoffs more direct
Setup
Build it in a few focused steps.
- 1Connect Captions and WhatsApp once in the Notis portal.
- 2Create an automation named Production contact handoff.
- 3Tell Notis which supplied contact to send and to which WhatsApp recipient.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real contact and confirm the recipient receives the details.
Questions about this workflow
Can this look up a contact automatically?
This action sends contact details. The contact information must be supplied to the workflow.
Can I send a contact to someone who has not initiated a conversation?
The action notes that delivery is limited to recipients who have initiated a conversation first.
What starts the handoff?
A Notis webhook can start it when your production process signals that the contact should be shared.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Captions to Whatsapp. A trigger fires from one place; an action lands in another.
Captions 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.
Captions and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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