Connect Hubspot and Whatsapp to power automations.

Trigger from one app, act on another, with a thinking brain in the middle. Build it in plain English. Approve from your phone.

When this happens · Trigger

Do this · Action

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Popular workflows

Most used workflows for Hubspot + Whatsapp

Details

Welcome new contacts with instant message

Send a text message to new Hubspot contacts immediately after they're created

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Trigger onboarding template on contact creation

Send a pre-approved WhatsApp template message to new contacts for structured onboarding

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Qualify new leads with interactive buttons

Send WhatsApp button prompts to new contacts for instant qualification without email back-and-forth

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Share media files with new contacts

Send product demos, pitch decks, or onboarding videos to new Hubspot contacts via WhatsApp

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Send victory message when deals close

Celebrate closed deals with an automated WhatsApp message to your contact

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Send recovery options for lost deals

Offer next steps on WhatsApp when deals are lost--stay connected without pressure

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Send updates during negotiation phase

Keep contacts informed with text messages as deals move into active negotiation

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Request approval with interactive buttons

Send WhatsApp button prompts when deals enter Proposal stage to get quick buy-in

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Weekly WhatsApp template status audit

Check the approval status of all WhatsApp templates on a recurring schedule

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Whatsapp. A trigger fires from one place; an action lands in another.

Hubspot triggers

Whatsapp actions

Contact Created Trigger

TriggerInstant

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.

ActionInstant

Deal Stage UpdatedTrigger

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get phone number

Get details of a specific phone number associated with a whatsapp business account.

ActionInstant

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.