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Send a WhatsApp update when a CloudPDF document is ready

Keep document handoffs moving with a timely WhatsApp message when a CloudPDF file is ready.

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

People can miss a completed document when they have to keep checking CloudPDF or email for updates.

  • Reduce manual status checks and follow-up
  • Put the handoff in a conversation the recipient already uses
  • Include only document details available in the webhook request or supplied prompt

Setup

Build it in a few focused steps.

  • 1Connect CloudPDF and WhatsApp once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to send a concise WhatsApp message when a CloudPDF document-ready webhook arrives, using only details in the request.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real document-ready request and a recipient who has messaged your WhatsApp number first.

Questions about this workflow

Does CloudPDF provide the trigger for this workflow?

CloudPDF triggers are not listed here, so an HTTP request to a Notis webhook starts the automation. Configure your CloudPDF process to call that webhook when the document is ready.

Can the message include a download link?

Only if the webhook request includes a usable link or you provide it in the prompt. This workflow does not create or retrieve a CloudPDF link.

Will WhatsApp deliver the message to any recipient?

The Send message action delivers only if the recipient has texted your WhatsApp number first. For messages outside the 24-hour window, use an approved template message instead.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link CloudPDF to Whatsapp. A trigger fires from one place; an action lands in another.

CloudPDF triggers

Whatsapp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get phone number

Get details of a specific phone number associated with a whatsapp business account.

ActionInstant

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

ActionInstant

Connect any two apps with Notis in the middle.

CloudPDF and Whatsapp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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