Keep PDF delivery follow-ups on schedule
Set a recurring check-in so document follow-ups do not depend on remembering to send them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Remembering which document needs a follow-up adds another task to an already crowded day.
- Put routine document follow-ups on a predictable schedule.
- Keep the reminder message and context in one instruction.
- Reduce the need to reopen messaging just to send a simple follow-up.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction what reminder to send and include the recipient and document context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example before relying on the recurring run.
Questions about this workflow
Does this workflow know which PDFs are pending?
No pending-document trigger or history is listed for Api2pdf. Supply the relevant recipient and follow-up context in your instruction.
Can a regular WhatsApp message always be delivered?
The listed Send message action is delivered only if the recipient has texted first. For other cases, use an appropriate approved template action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Whatsapp. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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