Send invoice reminders on WhatsApp when they are ready
Turn an invoice follow-up into one clear message, without switching from your workflow to WhatsApp.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Invoices can sit unpaid when sending a reminder depends on someone remembering to follow up.
- Reduce manual invoice follow-up.
- Use an approved template for messaging outside the 24-hour window.
- Keep the reminder tied to a workflow event.
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 send the approved invoice reminder template when your invoice workflow is ready; provide the required invoice and recipient details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice example.
Questions about this workflow
Does Algodocs provide a trigger for this?
No Algodocs trigger events are listed. Start this automation with a Notis webhook, an HTTP request.
Can this send any message outside the 24-hour window?
Use an approved WhatsApp template for messages outside the 24-hour window. WhatsApp must approve the template before it can be used.
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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