Help Customers Find the Meeting Location
Share the location before meeting day so nobody has to search through old messages.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send location
Send a location message to a whatsapp number. note: the location will be shared with the recipient only if they have texted first.
Why this helps
A meeting address can be easy to overlook when it is buried in a task or an earlier conversation.
- Review upcoming tasks for in-person meetings.
- Share the location through a WhatsApp location message.
- Cut down on last-minute address requests.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and WhatsApp once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a name.
- 3Tell Notis to find upcoming in-person meeting tasks and send the associated customer the location when it is available.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real meeting task and a recipient who has texted your WhatsApp number.
Questions about this workflow
Does the CRM need to contain the meeting location?
Yes. Notis can only send a location that is available in the CRM data or supplied in the automation input.
Will this work if the customer has never messaged us?
The WhatsApp location action is delivered only if the recipient has texted first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Whatsapp. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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