Keep overdue follow-ups from slipping
Let a scheduled check surface follow-ups that need attention and use an approved template when a message is appropriate.
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
Promised follow-ups are easy to forget when they depend on remembering a date buried in contact activity.
- Review follow-up details on a recurring schedule.
- Use an approved WhatsApp template when outside the 24-hour conversation window.
- Keep follow-up messaging consistent.
Setup
Build it in a few focused steps.
- 1Connect Blooio and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to review Blooio follow-up information and send an appropriate approved template only when a follow-up is due and the recipient is eligible.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the template is approved before sending.
Questions about this workflow
Can this send a free-form message outside the 24-hour window?
No. WhatsApp templates are required for messages outside the 24-hour window and for marketing or utility messages.
Does the schedule guarantee Blooio has a follow-up date field?
No field is specified here. The automation can only use follow-up information Blooio returns; provide any missing due-date rule in your instruction or data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blooio to Whatsapp. A trigger fires from one place; an action lands in another.
Blooio 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.
Blooio and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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