Keep WhatsApp Demo Bookings Moving
When a demo booking is reported through 2chat, let Notis start the Customer.io broadcast you specify and include the details you supply.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
Demo requests buried in chat can miss the timely confirmation or preparation note that keeps a prospect engaged.
- Start a selected follow-up broadcast from a booking webhook.
- Include booking context supplied for personalization.
- Reduce manual reminders to confirm demo arrangements.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Customer.io once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe which demo bookings should start the follow-up and provide the broadcast ID and personalization data.
- 4Choose a webhook trigger for the incoming 2chat request and select where run reports should go.
- 5Test with one real booking and review the run report.
Questions about this workflow
Will this schedule the demo?
No. The available Customer.io action triggers a broadcast. The booking must be handled by your existing process, and any relevant details should be supplied for personalization.
Can it work with a scheduled reminder?
This package uses a webhook for the incoming booking event. A schedule can start a separate automation, but the listed actions do not provide a booking-specific send action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Customerio. A trigger fires from one place; an action lands in another.
2chat triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Get Segments
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Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
2chat and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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