Deliver ready proposals through WhatsApp
Move a finished proposal from Clientary to the client conversation quickly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Proposal delivery gets delayed when files must be downloaded and reattached manually.
- Shorten proposal delivery time
- Avoid manual downloads
- Keep delivery tied to proposal status
Setup
Build it in a few focused steps.
- 1Connect Clientary and Whatsapp once in Notis.
- 2Create an automation named Proposal attachment delivery.
- 3Tell Notis to send the ready proposal media to the matching client with a short note.
- 4Choose the notis_webhook trigger and connect the Clientary proposal webhook.
- 5Choose a report channel, then test with one real proposal.
Questions about this workflow
What file types can be sent?
Use media supported by the Whatsapp action and available from the Clientary event.
Can I send a hosted file URL?
Yes, when the action accepts the URL and the source provides it.
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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