Make time for a weekly WhatsApp follow-up review
Put a recurring review on your Clientary task list so open WhatsApp follow-ups get a regular moment of attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Tool to retrieve all tasks with pagination support (50 results per page). Use when you need to fetch a list of tasks from Clientary.
Why this helps
Follow-ups can remain scattered across chats without a dependable time to review them.
- Create a predictable review prompt
- Keep follow-up review in your task list
- Reduce reliance on remembering to check chats
Setup
Build it in a few focused steps.
- 1Connect 2chat and Clientary once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3Ask Notis to create a Clientary task prompting a review of open WhatsApp follow-ups.
- 4Choose the Notis recurring schedule and where run reports should go.
- 5Test with one run and review the created task.
Questions about this workflow
Does the task contain a list of WhatsApp follow-ups?
This workflow creates a review task. It does not claim to search or retrieve WhatsApp chats.
Can I choose how often it runs?
Choose the recurring schedule when setting the Notis trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Clientary. A trigger fires from one place; an action lands in another.
2chat triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
2chat and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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