Give stakeholders a clear monthly revenue recap
Share a concise, consistent summary of selected Baremetrics figures at the end of each month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Monthly updates take extra effort when the same figures have to be assembled and explained again.
- Make monthly reporting more consistent.
- Share only the selected metrics and period.
- Reduce repeated manual preparation.
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 month-end period belong in the recap template.
- 3Choose a recurring schedule trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real example; ensure the WhatsApp template is approved and recipients have opted in.
Questions about this workflow
Can this be sent outside the 24-hour messaging window?
A WhatsApp template is required outside the 24-hour window. It must be approved before it can be used.
Can Notis add context beyond the Baremetrics figures?
You can provide context in the instruction. Any data-based claims should be grounded in available Baremetrics data.
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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