Keep Bonsai invoice follow-ups moving on WhatsApp
Make invoice follow-up easier to remember with a scheduled review and an approved WhatsApp template.
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
Invoice reminders are easy to postpone when founders must repeatedly check invoice status and write each follow-up themselves.
- Create a reliable scheduled review for Bonsai invoice follow-up.
- Use an approved WhatsApp template when a template is required.
- Keep each reminder grounded in available invoice information.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one in plain language.
- 3In one instruction, ask Notis to review Bonsai invoice information, identify appropriate follow-ups using available details, and send the selected approved WhatsApp template.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice and confirm the template is approved before sending.
Questions about this workflow
Why use a template message for invoice follow-up?
WhatsApp templates are required for messages sent outside the 24-hour window and for marketing or utility messages. Templates need approval before use.
Will the workflow infer a payment status that Bonsai does not provide?
No. Ask Notis to use only returned invoice information. Supply any additional status or follow-up criteria if they are not available from Bonsai.
Can I schedule the workflow to check invoices?
Yes. Notis cron is a recurring schedule trigger. Choose a cadence that suits your follow-up process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Whatsapp. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.