Share contact details without searching manually
Send the right contact when someone asks who to speak with next.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Finding and copying contact details interrupts the conversation and creates opportunities for mistakes.
- Answer contact requests in the same chat.
- Reduce manual searching and copying.
- Help the sender reach the right person.
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact requests.
- 3Tell Notis which available contact details to share when someone asks for a point of contact, and what to do if the details are missing.
- 4Select the new WhatsApp message trigger and a report channel.
- 5Test with one real contact request and review the run report.
Questions about this workflow
Does this action look up contacts in a CRM?
No CRM lookup action is listed. The contact details to share must be available to Notis.
Is there a delivery condition?
The Send contacts action says the recipient must have initiated a conversation first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Whatsapp. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
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.
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.
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.
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.
Timelinesai and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.