Share the right account contact without retyping details
When an account needs an introduction or handoff, send the relevant contact card from the details Clay provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Important contact details are easy to miscopy or lose while coordinating account introductions and handoffs.
- Share contact details in a ready-to-save format.
- Use the supplied Clay record to identify the relevant person.
- Reduce retyping during account handoffs.
Setup
Build it in a few focused steps.
- 1Connect Clay and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome in one instruction: identify the specified contact in the supplied Clay account data and share that person's available contact details with the supplied WhatsApp recipient.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account and verify the recipient has initiated a conversation.
Questions about this workflow
Will contact sharing open a new WhatsApp conversation?
No. The recipient receives the contact only if they have initiated a conversation first.
What if Clay does not include a phone number or name?
The workflow cannot supply missing contact details. Include the needed information in the Clay data or instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Whatsapp. A trigger fires from one place; an action lands in another.
Clay 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.
Clay and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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