Send finished client reports through WhatsApp
Turn a report-ready request into a polished document and a client notification in one workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Client reports are ready, but sending them promptly means switching apps and repeating the same delivery steps.
- Generate a client-ready report with Carbone when the webhook starts the workflow.
- Notify the client using an approved WhatsApp template.
- Reduce manual follow-up after a report is prepared.
Setup
Build it in a few focused steps.
- 1Connect Carbone and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe in one instruction how to generate the client report and notify its recipient with an approved template.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real client report and webhook request.
Questions about this workflow
What starts this workflow?
A webhook request starts it. Carbone has no listed trigger events in this setup.
Can it send a message outside the 24-hour customer service window?
Use an approved WhatsApp message template for messages outside the 24-hour window. Template approval is handled by WhatsApp.
Does the workflow attach the generated report?
The prompt can request document delivery through Carbone, but the listed WhatsApp action sends a template message. It does not attach a Carbone-generated file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Carbone to Whatsapp. A trigger fires from one place; an action lands in another.
Carbone 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.
Carbone and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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