Reuse approved media for project milestones
Share the right visual update without uploading the same file again.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send media by
Send media using a media id from previously uploaded media. this is more efficient than sending media by url as the media is already on whatsapp servers. use upload media action first to get the media id. note: the media will be delivered to the recipient only if they have texted first.
Why this helps
Repeated media uploads create friction when sending routine project updates.
- Reduce upload steps
- Keep milestone updates consistent
- Reuse approved assets efficiently
Setup
Build it in a few focused steps.
- 1Connect Clientary and Whatsapp once in Notis.
- 2Create an automation named Milestone media update.
- 3Tell Notis to send the specified uploaded media ID with a milestone note to the client.
- 4Choose the notis_webhook trigger and connect the Clientary milestone webhook.
- 5Choose a report channel, then test with one real milestone.
Questions about this workflow
Where does the media ID come from?
Upload the media first with Whatsapp, then use the returned media ID.
What if the media has expired?
Upload a fresh copy and update the instruction with its new media ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clientary to Whatsapp. A trigger fires from one place; an action lands in another.
Clientary 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.
Clientary and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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