Opportunity Update: Efficient Media Delivery
Send proposals instantly using pre-staged media. When an opportunity reaches a key stage, send the right media file via WhatsApp without re-uploading.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Send media by
Send media using a media id from previously uploaded media. this is more efficient than sending media by url as the media is already on whatsapp servers. use upload media action first to get the media id. note: the media will be delivered to the recipient only if they have texted first.
Why this helps
You want to send media instantly but waste time finding and uploading files. Re-uploading the same files repeatedly is inefficient.
- Send media instantly without re-uploading
- Pre-stage all materials once, reuse forever
- Faster deal progression
- Reduce manual file-handling
Setup
Build it in a few focused steps.
- 1Connect Salesforce and WhatsApp
- 2Pre-upload your proposal, demo, or contract templates to WhatsApp using Notis and note the media IDs
- 3Create an automation: 'When an opportunity reaches Negotiation stage, send the proposal media by its pre-uploaded ID'
- 4Test by moving an opportunity to Negotiation and checking that media arrives
Questions about this workflow
What's a media ID?
When you upload media to WhatsApp, it gets a unique ID. You use that ID to send the same file repeatedly without re-uploading.
How long do media IDs stay valid?
Indefinitely, as long as the media remains on WhatsApp servers. You can send the same ID millions of times.
Can I use different media for different opportunity types?
Yes. Tell Notis: 'If it's an enterprise deal, use media ID X; if SMB, use media ID Y.'
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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