Contact Update: Automatic Media Sharing
Keep prospects and clients in the loop. Send updated proposals, contracts, or media to WhatsApp when their Salesforce contact record changes.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
You update contact roles or company info in Salesforce but forget to send the new proposal or media file. Communication lags and deals stall.
- Sync media files automatically whenever contact details shift
- No manual file-sending step
- Reduce follow-up reminders
- Strengthen engagement by staying responsive
Setup
Build it in a few focused steps.
- 1Connect Salesforce and WhatsApp to Notis
- 2Create an automation: 'When a contact's company or title updates, upload and send their updated proposal or media file via WhatsApp'
- 3Store your media template in a central location (Salesforce record or URL) so Notis knows which file to send
- 4Test by updating a contact's title and verify the media arrives on WhatsApp
Questions about this workflow
How does Notis know which file to send?
You tell Notis in plain language: 'Send the Q4 proposal template' or 'Send the one-pager that matches their industry' and Notis pulls the right file.
Can I send different media to different contacts?
Yes. Tell Notis to look at the contact's industry or role and send the corresponding media file.
What file types can I send?
WhatsApp supports PDFs, images, videos, and audio files up to size limits (PDFs up to 100MB). Notis handles the upload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Whatsapp. A trigger fires from one place; an action lands in another.
Salesforce triggers
Whatsapp actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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When this happens · Trigger
Do this · Action
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