Make invoice follow-up a daily routine
Set one daily checkpoint for payment follow-up so open invoices do not depend on memory alone.
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
Open invoices are easy to overlook when payment status and customer conversations live in separate places.
- Create a predictable daily follow-up checkpoint.
- Reduce manual switching between invoice and messaging tools.
- Use only invoice and recipient details available to the automation.
Setup
Build it in a few focused steps.
- 1Connect BTCPay Server and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe the outcome: review available invoice data and send a concise follow-up only to customers eligible for a WhatsApp message.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with one real invoice example and verify the customer has texted first.
Questions about this workflow
Does BTCPay provide a scheduled trigger?
No BTCPay trigger events are listed. A Notis cron schedule starts this automation, which can use data available through the connected source.
Can this identify overdue invoices automatically?
Only if the available BTCPay data contains the status or dates needed to decide what is overdue. Any missing criteria or history must be supplied by you.
What WhatsApp delivery limit applies?
The Send message action delivers only if the recipient has texted your WhatsApp number first. Use an approved template where a template is required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Btcpay server to Whatsapp. A trigger fires from one place; an action lands in another.
Btcpay server 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.
Btcpay server and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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