Put the useful company research in one WhatsApp message
Give a founder or teammate the key details they need without asking them to open another research table.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Company research can be thorough yet hard to use when the person making a decision cannot find the key points quickly.
- Distill supplied research into a compact brief.
- Keep the brief in a conversation the recipient already uses.
- Make a decision or handoff easier to prepare.
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: summarize the supplied Clay company data into the requested brief and send it to the supplied WhatsApp recipient who has messaged first.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company record and review the summary for accuracy.
Questions about this workflow
Will the brief include facts that are not in Clay?
No. The instruction should ask for a summary of supplied details and avoid unsupported claims.
Can a regular message be sent outside WhatsApp's 24-hour window?
Messages outside the 24-hour window require an approved template. This workflow uses Send message, which 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 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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