Follow up when a Cardly card is delivered
Give every delivered card a thoughtful next step. Send a WhatsApp follow-up from the same workflow that receives the delivery update.
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
You send a thoughtful card, then forget to follow up while switching between delivery tracking and messaging.
- Follow up while the card is still top of mind.
- Keep the recipient and delivery context together.
- Use a webhook request containing the delivery result and recipient details.
Setup
Build it in a few focused steps.
- 1Connect Cardly and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to send a brief WhatsApp follow-up when a Cardly delivery update arrives, using the request's recipient and context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real delivery update and confirm the recipient has messaged your WhatsApp number first.
Questions about this workflow
How does Notis receive the delivery update?
The webhook trigger starts when an HTTP request is sent to its trigger URL. Include the delivery result and the recipient details in that request.
Can WhatsApp send the message if the recipient has not contacted us?
The Send message action only delivers when the recipient has texted your WhatsApp number first. Use an approved template for messages that require a template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cardly to Whatsapp. A trigger fires from one place; an action lands in another.
Cardly 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.
Cardly 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.