Send timely reminders for proposal deadlines
Keep deadline reminders moving with a scheduled check and an approved WhatsApp message.
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
Remembering which proposal needs a deadline reminder adds another recurring task to an already full day.
- Apply a deadline rule on a predictable schedule.
- Use an approved template for outreach outside the service window.
- Keep reminders tied to proposal details available in Bidsketch.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, specify the deadline rule, proposal criteria, recipient, and approved template to use.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real proposal that meets the supplied deadline rule.
Questions about this workflow
Where does the deadline rule come from?
It must use deadline information returned by Bidsketch or a timing rule you supply. Notis cannot infer missing dates.
Can it send without an approved template?
No. WhatsApp templates must be approved before they can be used, especially for messages outside the 24-hour window.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Whatsapp. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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