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Notis

Proposal Media Ready Instantly

When you send a proposal via email with attachments, Notis uploads them to WhatsApp servers so they're ready to share with clients immediately.

Trigger

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

Action

Upload media

Upload media files (images, videos, audio, documents, stickers) to whatsapp servers. the uploaded media gets a media id that can be used in send media or other messaging actions. supported formats: - images: jpeg, png (max 5mb) - videos: mp4, 3gpp (max 16mb) - audio: aac, m4a, amr, mp3, ogg (max 16mb) - documents: pdf, doc, docx, ppt, pptx, xls, xlsx (max 100mb) - stickers: webp (max 500kb, 512x512 pixels)

Why this helps

You send proposals with media but have to manually upload them to WhatsApp later. Slow handoff wastes momentum with prospects.

  • Media ready immediately after sending
  • No separate upload step
  • Faster client follow-up

Setup

Build it in a few focused steps.

  • 1Connect Gmail and WhatsApp to Notis.
  • 2Create the automation: 'When I send a proposal email with attachments, upload them to WhatsApp.'
  • 3Use 'Email Sent' as your trigger.
  • 4Test by sending a proposal with PDFs, images, or documents.
  • 5Notis uploads everything to WhatsApp and notifies you when ready.

Questions about this workflow

What file types can be uploaded?

PDFs, Word docs, images, videos, and most business file formats. WhatsApp size limits apply.

Are files automatically shared with clients?

Notis uploads them to your WhatsApp servers. You can then share with clients or set up auto-sending.

Can I organize uploaded files by proposal?

Yes. Notis can tag or organize files so you can find proposal media easily.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Gmail triggers

Whatsapp actions

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

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

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

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.

Not just Gmail and Whatsapp. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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