Make room for a monthly revenue review
Get a timely prompt with the figures you want at hand before your monthly review.
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
A review is easy to postpone when the relevant numbers are scattered across dashboards and notes.
- Pair a recurring review reminder with current metrics.
- Start the review with a short, useful prompt.
- Reduce the effort of getting oriented.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and WhatsApp once in the Notis portal.
- 2Create an automation and tell Notis which available metrics and review question to include.
- 3Choose a monthly recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real example; the recipient must have messaged your WhatsApp number first for a regular text message.
Questions about this workflow
Can the prompt include historical comparisons?
Ask for comparisons only if Baremetrics provides the needed periods and figures to your connected account.
Will it complete the review for me?
It sends the figures and prompt you request. Any interpretation should use data available from Baremetrics or context you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Whatsapp. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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