Make wallet review a weekly routine
Get a weekly summary of the wallet details you want to keep in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Wallet reviews get postponed when they depend on remembering to open another tool.
- Keep wallet review on a recurring schedule.
- Summarize only the wallets you specify.
- Use a WhatsApp template for eligible outbound delivery.
Setup
Build it in a few focused steps.
- 1Connect Alchemy and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3In one instruction, ask Notis to review available balance or activity for the supplied wallets with Alchemy and send a concise weekly WhatsApp template message.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test the report and confirm the WhatsApp template is approved.
Questions about this workflow
Can it include custom notes about what changed?
Only if the relevant previous values or history are available to Notis. Supply a baseline if you need a comparison.
What is required for template delivery?
The WhatsApp message template must be approved. Templates are required for messages outside the 24-hour window and for marketing or utility messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alchemy to Whatsapp. A trigger fires from one place; an action lands in another.
Alchemy triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
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.
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.
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.
Alchemy and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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