Send Media Automatically on Deal Stage Changes
Deals progress through stages. Send relevant media at each milestone. When a deal hits Demo stage, send the product walkthrough video automatically--keeping prospects engaged at the right moment.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
You want to send media at specific deal stages (Demo - send walkthrough; Evaluation - send case studies), but manual sending means slow response and forgotten sends.
- Send relevant media at the right deal stage
- Automate sales collateral distribution
- Keep momentum with timely materials
- Reduce manual media sends
Setup
Build it in a few focused steps.
- 1Connect Hubspot and WhatsApp to Notis
- 2Upload your media file (video, PDF, etc.) through WhatsApp (or reference it if already uploaded)
- 3Create an automation: When a deal moves to Demo stage, send the product walkthrough video on WhatsApp
- 4Specify the media: Send the file named product-demo.mp4 to the deal contact's WhatsApp
- 5Set the trigger to Deal Stage Updated with your Demo stage name
- 6Test with a real deal moved to that stage
Questions about this workflow
Can I send different media for different stages?
Yes. Create separate automations for each stage: one for Demo (sends walkthrough), one for Evaluation (sends case studies), etc.
How does Notis know which contact gets the media?
Notis looks at the deal contact in Hubspot and sends the media to their WhatsApp phone number.
What if a contact doesn't have a WhatsApp number in Hubspot?
The send will fail. Ensure deal contacts have WhatsApp phone numbers in Hubspot before this automation triggers.
Can I include a message with the media?
Yes. Specify in your prompt: Send the demo video with a message: Check out our product demo and let me know your questions!
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Whatsapp. A trigger fires from one place; an action lands in another.
Hubspot triggers
Whatsapp actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Not just Hubspot and Whatsapp. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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