Check in with leads on a schedule
Turn your follow-up rhythm into a simple scheduled review and message.
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
A busy week can push thoughtful lead check-ins off the calendar.
- Review lead notes on a predictable schedule.
- Keep check-ins short and relevant to supplied context.
- Reduce the mental load of remembering every follow-up.
Setup
Build it in a few focused steps.
- 1Connect Notis to WhatsApp once in the portal and provide the lead notes and eligible contact details to the automation.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, define which leads merit a check-in and what the message should say based on the supplied notes.
- 4Choose notis_cron, select a recurring schedule, and choose where run reports should go.
- 5Test with one real example and verify the recipient has texted first for a regular message.
Questions about this workflow
Will this send on every scheduled run?
Not necessarily. Tell Notis which supplied contacts merit a check-in and what conditions should prevent a message.
What if a lead has not messaged the business on WhatsApp?
The regular send message action notes that delivery depends on the recipient having texted first. Use an appropriate approved template when required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bread & Butter to Whatsapp. A trigger fires from one place; an action lands in another.
Bread & Butter 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.
Bread & Butter and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.