Put the Proposal Reference in the Customer's Chat
Send the useful visual or document alongside the follow-up, right where the conversation is happening.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send media
Send a media message to a whatsapp number. note: the media will be delivered to the recipient only if they have texted first.
Why this helps
A follow-up can lose momentum when the customer has to hunt for the reference material being discussed.
- Spot proposal follow-ups in scheduled CRM task checks.
- Send relevant media in the existing WhatsApp conversation.
- Keep a useful reference close to the discussion.
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 proposal follow-up tasks and send the specified available media to the associated contact.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real task, a supported media file, and a contact who has texted your WhatsApp number.
Questions about this workflow
Where does the media file come from?
The file must be available to the automation as an input or through a connected source. The supplied WhatsApp actions include sending media, but do not include uploading media.
Will media be delivered to a contact outside the conversation window?
The send media action is delivered only if the contact has texted first. Follow WhatsApp's applicable messaging rules for your use case.
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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