Share the right contact after a card introduction
Turn an introduction handoff into a contact card in WhatsApp, with the context needed to make the connection useful.
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
Contact details from an introduction can get buried in notes while you move between outreach and messaging.
- Share contact details from an introduction request without retyping them.
- Keep the introduction context attached to the handoff.
- Reduce contact detail errors during outreach.
Setup
Build it in a few focused steps.
- 1Connect Cardly and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the introduction handoff.
- 3Tell Notis to share the contact details in an incoming Cardly introduction request over WhatsApp, with a short note explaining the connection.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real introduction and confirm the recipient has initiated a WhatsApp conversation.
Questions about this workflow
What information should the webhook request include?
Include the intended WhatsApp recipient and the contact details to share, along with enough introduction context for Notis to write a useful note.
Can WhatsApp send contacts to someone who has not messaged us?
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 Cardly to Whatsapp. A trigger fires from one place; an action lands in another.
Cardly 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.
Cardly and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.