Location Update: Instant Address Sharing
Keep teams synced on locations. When your office address or event venue updates in Salesforce, automatically send it to relevant contacts via WhatsApp.
Trigger
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.
Action
Send location
Send a location message to a whatsapp number. note: the location will be shared with the recipient only if they have texted first.
Why this helps
You update an office address or event location in Salesforce but contacts still have the old info. Confusion and no-shows follow.
- Contacts get updated location instantly
- No more mixed-up or outdated addresses
- Event coordination runs smoother
- Reduce confusion and late arrivals
Setup
Build it in a few focused steps.
- 1Connect Salesforce and WhatsApp
- 2Create an automation: 'When an account or contact's address field updates, send them a WhatsApp location message with the new address'
- 3Tell Notis which field to watch (e.g., 'BillingAddress' or 'EventVenue')
- 4Test by updating an address in Salesforce
Questions about this workflow
Does WhatsApp location messages show a map?
Yes, WhatsApp renders location messages as interactive maps that contacts can tap to open in their map app.
Can I send a location for multiple addresses at once?
You can set up multiple automations, one per address type (office, warehouse, event, etc.).
What if the contact doesn't have location services enabled?
They still see the location message, but they can choose whether to open the map.
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).
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When this happens · Trigger
Do this · Action
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