Send WhatsApp reminders for overdue invoices in Baserow
Keep payment follow-up moving with scheduled checks of your Baserow invoice table and a WhatsApp reminder for each matching record.
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
Overdue invoices are easy to miss when payment follow-up depends on remembering to revisit a spreadsheet.
- Review overdue records on a recurring schedule.
- Send the invoice context and next step in a short message.
- Reduce manual checks and missed follow-ups.
Setup
Build it in a few focused steps.
- 1Connect Baserow and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to find records marked overdue and send a WhatsApp reminder to the contact number in each record.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real overdue invoice record; confirm the WhatsApp recipient has messaged your business first.
Questions about this workflow
What should my Baserow table contain?
Include an overdue status, invoice details, and the recipient's WhatsApp number. Notis can only use information available in the records it reads.
Can this message reach a contact who has not messaged us?
A regular WhatsApp message is delivered only if the recipient has texted your business first. For eligible messages outside the 24-hour window, use an approved template instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baserow to Whatsapp. A trigger fires from one place; an action lands in another.
Baserow 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.
Baserow and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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