Review pending documents from a WhatsApp list
Turn returned pending items into a compact list you can review from your phone.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
A growing document queue can be hard to scan when you have to reopen each item to decide what to handle next.
- Review multiple returned items from one WhatsApp message.
- Make document triage easier to do between tasks.
- Use a schedule to prompt regular review.
Setup
Build it in a few focused steps.
- 1Connect Algodocs and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use Algodocs results to build a WhatsApp list of pending items; provide any required labels or choices that Algodocs does not return.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of pending documents.
Questions about this workflow
Can the list show up to ten choices?
WhatsApp interactive lists support up to 10 options. The items must be available from Algodocs or supplied by you.
Will the recipient receive an interactive list without starting a chat?
Interactive list messages are delivered only if the recipient has texted first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Algodocs to Whatsapp. A trigger fires from one place; an action lands in another.
Algodocs 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.
Algodocs and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.