Send Media Automatically to New Contacts
Media gets attention. When a new contact joins Hubspot, they immediately receive your intro video, product deck, or visual explainer--no email attachment friction.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Send media
Send a media message to a whatsapp number. note: the media will be delivered to the recipient only if they have texted first.
Why this helps
Video and PDF links get lost in email. Sending media individually to each new contact is tedious and impersonal.
- Share media in their preferred channel
- Increase engagement with rich content over text
- Reduce email clutter and link clicks
- Personalize the experience from day one
Setup
Build it in a few focused steps.
- 1Upload your media file (video, image, PDF) through the WhatsApp integration once
- 2Connect Hubspot and WhatsApp to Notis
- 3Create an automation: Send my intro video to every new Hubspot contact on WhatsApp
- 4Specify the media file in your prompt by name or description
- 5Set Contact Created as the trigger
- 6Test with a new contact and verify the media arrives on WhatsApp
Questions about this workflow
What file formats and sizes are supported?
Images (JPEG, PNG, max 5MB), videos (MP4, 3GPP, max 16MB), audio (AAC, MP3, OGG, max 16MB), documents (PDF, DOCX, XLSX, max 100MB), stickers (WebP, max 500KB).
Do I need to re-upload media for each automation?
No. Upload once, and you can reference it across multiple automations. Notis remembers uploaded media.
Will contacts actually watch the video?
WhatsApp shows media inline, so the engagement bar is higher than email links. Still, whether they watch depends on your content quality and relevance.
Can I send different media to different contact types?
With a single automation, all new contacts get the same media. For segmented media, create multiple automations with webhook triggers and conditional logic.
When this happens · Trigger
Do this · Action
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
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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 Hubspot and Whatsapp. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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