Move new contact details into a WhatsApp conversation
Have Notis share the contact details you need as soon as a new person is added to Outlook.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Send contacts
Send contacts whatsapp number. note: the message will be delivered to the recipient only if they have initiated a conversation first.
Why this helps
New contact details can sit in Outlook while the person who needs them waits for a handoff.
- Send a contact handoff without copying details by hand.
- Keep useful contact information in the WhatsApp conversation where follow-up happens.
- Choose which fields Notis should include in its instruction.
Setup
Build it in a few focused steps.
- 1Connect Outlook and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which new contacts to share, which details to include, and the WhatsApp recipient for the handoff.
- 4Pick New Contact Added as the trigger and choose where run reports go.
- 5Test with one real contact and confirm the WhatsApp recipient has initiated a conversation.
Questions about this workflow
Does this workflow send a message to the new contact?
The workflow sends contact details to the WhatsApp recipient you specify for the handoff. It does not send an introduction to the new contact.
Can I limit which contact details are shared?
Yes. State in your plain-language instruction which details to include. Outlook must provide those details on the contact record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Whatsapp. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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