Contact Update: Automatic Referral Info Share
Close the referral loop. When a referred contact's details update in Salesforce, instantly send their info back to the referrer via WhatsApp.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
Referrers don't know if the referral is progressing or if details changed. Manual follow-up with referrers feels clunky and often gets skipped.
- Referrers stay in the loop without asking
- Strengthen referral partnerships
- Close feedback loops faster
- Reduce manual referral management
Setup
Build it in a few focused steps.
- 1Connect Salesforce and WhatsApp
- 2Create an automation: 'When a referred contact's title or company updates, send the referrer a WhatsApp message with the updated info'
- 3Optionally include next steps or a request for additional intros
- 4Test by updating a referred contact's info in Salesforce
Questions about this workflow
How does Notis know who the referrer is?
Look up the referrer field in Salesforce. You can tell Notis to pull the referrer's WhatsApp number from a custom field or related contact.
Can I send multiple referrers at once?
Yes. If multiple people referred the same contact, Notis can send each of them an update.
What if the referrer doesn't have WhatsApp?
Notis skips them. You'll see in the run report who couldn't receive the message.
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
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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 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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Salesforce and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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