Weekly Sales Summary: WhatsApp Briefing
Start your week informed. Every Monday, get a WhatsApp summary of your pipeline: deals closing this week, stalled opportunities, new leads, and hot accounts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Monday mornings require a manual Salesforce deep-dive to understand what's happening. This mental effort drains focus before your week even starts.
- Start every week with full pipeline visibility
- No Monday morning Salesforce dive needed
- Spot trends and issues instantly
- Reduce cognitive load
Setup
Build it in a few focused steps.
- 1Connect Salesforce and WhatsApp
- 2Create a scheduled automation: 'Every Monday at 8 AM, send a WhatsApp message with: deals closing this week, stalled opps over 30 days, new leads from last week, and top 5 accounts by close date'
- 3Notis pulls this data from Salesforce automatically
- 4Test by running it manually via Notis to see the format
Questions about this workflow
Can I change the day or time?
Yes, any day and time. Tell Notis your preference.
How detailed is the summary?
You control it. Ask for just numbers, or ask for full details including deal names and amounts.
Can I add custom metrics?
Yes, any Salesforce field or formula you track. Tell Notis what to include.
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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