Form Submission: Instant Media via WhatsApp
Strike while the iron is hot. When a prospect submits a form, immediately send them a PDF, video, or media file via WhatsApp.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Prospects fill out a form hoping for instant gratification, but manual processes delay delivery. They move on to competitors.
- Instant gratification drives engagement
- Reduce form-to-response friction
- Capture leads before interest cools
- Automate low-touch nurturing
Setup
Build it in a few focused steps.
- 1Connect WhatsApp to Notis
- 2Create a Notis automation: 'When a form is submitted, send the submitter a WhatsApp message with a PDF or video based on which form they filled'
- 3Set up your form platform (Typeform, Gravity Forms, etc.) to webhook-trigger Notis when submissions arrive
- 4Test by submitting a form and verifying media arrives on WhatsApp
Questions about this workflow
Which form platforms can trigger Notis?
Any with webhooks: Typeform, Gravity Forms, Zapier, Make, Formspree, etc. Or use Zapier as a middleman.
Can I send different media based on form answers?
Yes. Tell Notis: 'If they answered X to this question, send media A; otherwise send media B.'
What if the submitter doesn't have WhatsApp?
You can set up a fallback—like send an email instead—or filter out non-WhatsApp numbers.
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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