Turn a Slack DM into a WhatsApp contact share
When a DM surfaces a useful introduction, share the relevant contact details in the WhatsApp conversation where they belong.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
Contact details and introductions can get buried in a DM, leading to extra searching and delayed follow-up.
- Move a useful contact into an existing WhatsApp conversation.
- Keep contact sharing tied to the DM that surfaced the introduction.
- Reduce manual re-entry when contact details are available in context.
Setup
Build it in a few focused steps.
- 1Connect Slackbot and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which Slack DMs should prompt a contact share and provide the intended WhatsApp recipient if it is not available in context.
- 4Pick Direct Message Received as the trigger and choose where run reports go.
- 5Test with one real DM and contact; the WhatsApp recipient must have texted your number first.
Questions about this workflow
Will Notis infer missing phone numbers or contact details?
No. Any contact details needed for the share must be present in the available context or supplied by you.
Can the contact be sent to a new WhatsApp recipient?
The Send contacts action is delivered only if the recipient has initiated a conversation first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Whatsapp. A trigger fires from one place; an action lands in another.
Slackbot 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Slackbot and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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