Start Bonsai projects with a clear WhatsApp kickoff
Give each new client one focused message that says what happens next and what you need from them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Project starts can stall when the welcome message, first action and client questions are scattered across tools.
- Send a timely, project-specific kickoff in the channel clients already use.
- Summarize next steps and outstanding questions in one message.
- Reduce manual follow-up at the start of a project.
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 summarize the Bonsai project kickoff, include confirmed next steps and open questions, then send it to the client on WhatsApp.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real Bonsai project and review the WhatsApp message.
Questions about this workflow
Does Bonsai provide a trigger event for this workflow?
No. Bonsai has no listed trigger events, so start it with a Notis webhook request.
Can Notis send a WhatsApp message to a client who has not messaged first?
The Send message action delivers only if the recipient has texted first. Use this for an eligible conversation and follow WhatsApp's messaging rules.
What should the kickoff message contain?
Ask Notis to include only details available from Bonsai, such as the project context, agreed next steps and unresolved questions.
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
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