Instant Proposal Confirmations on WhatsApp
The moment you send a proposal email, Notis sends a professional WhatsApp confirmation template so the client knows it arrived.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
You send proposals but have to manually follow up on WhatsApp to confirm receipt. Easy thing to forget when busy.
- Clients know you sent proposals
- No manual follow-up needed
- Professional, immediate confirmation
Setup
Build it in a few focused steps.
- 1Connect Gmail and WhatsApp to Notis.
- 2Create the automation: 'When I send a proposal email, send a confirmation template on WhatsApp.'
- 3Select 'Email Sent' as the trigger.
- 4Notis will use a pre-approved WhatsApp template to confirm delivery.
- 5Monitor confirmations from the WhatsApp channel in your Notis dashboard.
Questions about this workflow
Do I need to create the WhatsApp template first?
Yes. Create it once in WhatsApp Business Manager and Notis will send it automatically when proposals are sent.
What if the template gets rejected by WhatsApp?
Notis will alert you. Templates must follow WhatsApp's content policies, but business confirmations are typically approved quickly.
Can I customize the message for each client?
WhatsApp templates have fixed text, but Notis can personalize variables like client names if your template includes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Whatsapp. A trigger fires from one place; an action lands in another.
Gmail triggers
Whatsapp actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
Not just Gmail and Whatsapp. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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