Account Created: Auto Media Upload
Prepare to engage instantly. When a new account is created, upload media to WhatsApp so you can send it immediately without delay.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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 want to send media to new prospects but delay while you find and upload files. Response time suffers and momentum dies.
- Media is ready before you need it
- Instant send when engaging the account
- No file-finding delays
- Faster, smoother outreach
Setup
Build it in a few focused steps.
- 1Connect Salesforce and WhatsApp
- 2Create an automation: 'When a new account is created, upload our company profile, case study, or media template to WhatsApp'
- 3Tell Notis which media file to upload (or to pick based on industry/company size)
- 4Test by creating a test account and checking Notis run logs for upload confirmation
Questions about this workflow
Do I need to store media somewhere?
Yes. Media can live in Salesforce attachments, Dropbox, Google Drive, or a URL. Tell Notis where to find it.
How long does an upload take?
Typically seconds. Notis then gives you a media ID that you can use in send actions immediately.
Can I upload different media to different accounts?
Yes. Tell Notis to check the account's industry or size and upload the matching media.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Whatsapp. A trigger fires from one place; an action lands in another.
Salesforce triggers
Whatsapp actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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 Salesforce and Whatsapp. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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