Review Cloudcart customers for WhatsApp service
Prepare a recurring customer reference from Cloudcart so service work connected to WhatsApp has the relevant returned details at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of all customers. use when you need to display or process multiple customer profiles. note: the response is paginated; use page[number] and page[size] to control pagination.
Why this helps
Customer context is scattered when support conversations happen in chat and records live in the store.
- Review customer records on a predictable schedule.
- Use pagination to control the set returned.
- Keep the summary limited to fields Cloudcart provides.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Cloudcart once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to retrieve Cloudcart customer profiles using a defined page and size, then summarize only returned fields for service reference.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real customer review.
Questions about this workflow
Will this retrieve every customer?
The action is paginated. Specify page and size in the instruction, and use separate runs if you need additional pages.
Does it attach a customer's 2chat conversation history?
No conversation history is returned by the listed Cloudcart customer action. Provide that context separately if the summary needs it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Cloudcart. A trigger fires from one place; an action lands in another.
2chat triggers
Cloudcart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add to Cart
Tool to add an item to the cart. use after confirming a product selection with desired quantity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clear Cart
Tool to remove all items from the specified cart. use when you need to empty the cart before adding new items or starting over.
Create Category
Tool to create a new category. use when you need to add organizational structure to your product catalog.
Create Customer
Tool to create a new customer in cloudcart. use when you need to register a new customer profile. provide validated customer details (name, email, and password).
Create Order
Tool to create a new order. use after assembling customer id, cart items, and optional addresses/payment info.
Create Product
Tool to create a new product. use when you have all details and want to add it to cloudcart.
Create Variant
Tool to create a new product variant for a given product. use when you need to add a variant with specific sku, price, and options.
Create Variant Option
Tool to create a new variant option for a specific product variant. use when you need to add an option (e.g., 'large') with an optional price adjustment to an existing variant.
Connect any two apps with Notis in the middle.
2chat and Cloudcart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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