Make portfolio check-ins easier to act on
A short update and a few clear choices can make a recurring review easier to complete.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
A routine portfolio review often slips when it takes effort to gather context and decide what to do next.
- Build a consistent review habit
- Offer up to three response choices
- Keep the review prompt and context together
Setup
Build it in a few focused steps.
- 1Connect Alpaca and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to summarize available Alpaca data for the assets you name and send a WhatsApp button check-in with up to three choices.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test one real run and confirm the summary and choices are clear.
Questions about this workflow
Can the buttons execute a trade?
The listed action sends interactive buttons. It does not execute trades; button selection handling is not specified here.
How many choices can I include?
The interactive button action allows up to three predefined buttons.
Will the check-in include live prices?
It can use market data available from the connected Alpaca integration. If a requested field is unavailable, Notis should leave it out rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Whatsapp. A trigger fires from one place; an action lands in another.
Alpaca 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.
Alpaca and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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