Keep donor follow-up moving with a scheduled WhatsApp message
Set a repeatable follow-up routine and let Notis prepare a concise message from the supporter context you make available.
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
Important donor follow-ups can slip when they live in a task list that is not part of the daily routine.
- Create a repeatable follow-up rhythm.
- Reduce the need to draft routine messages from scratch.
- Keep the message tied to supporter details available to Notis.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3Tell Notis which available supporter context to use and what concise follow-up to send.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the recipient has texted your WhatsApp number first.
Questions about this workflow
Can this decide who is overdue for follow-up?
Only if the necessary history, date, or selection criteria are available to the automation. Supply any missing baseline or rules in your instruction.
Can I use it for outreach outside the 24-hour window?
Use an approved WhatsApp template for messages that require one. This workflow selects the regular Send message action.
Will the message send if the supporter has never messaged us?
The listed Send message action only delivers if the recipient has texted your WhatsApp number first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Whatsapp. A trigger fires from one place; an action lands in another.
Blackbaud 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.
Blackbaud and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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