Schedule a WhatsApp reminder for a CardClan card
Set a recurring schedule for reminders, and provide the recipient and card link in the run context when they are due.
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
Card follow-ups can slip when links and reminder dates are kept in separate places.
- Start reminders on a recurring schedule.
- Send a concise note with the card link supplied for the run.
- Keep the reminder instruction in one Notis automation.
Setup
Build it in a few focused steps.
- 1Connect CardClan and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe in one instruction how to send the supplied recipient, card link, and reminder note.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real recipient and card link.
Questions about this workflow
Does the schedule find pending CardClan cards by itself?
No such CardClan data lookup is listed. Supply the recipient, card link, and reminder context for the scheduled run.
Can this send a free-form reminder to someone who has not messaged first?
The Send message action says delivery reflects on the recipient's phone only if they have texted first.
How often does it run?
Choose the recurring schedule in Notis when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CardClan to Whatsapp. A trigger fires from one place; an action lands in another.
CardClan 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.
CardClan 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.