Catch carbon removal orders that need a follow-up
Let a recurring review surface statuses that deserve a closer look, then put the reminder in WhatsApp.
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
Orders can sit unnoticed when nobody remembers to check their status at the right time.
- Review available statuses on a chosen cadence.
- Send a focused reminder when returned data suggests attention is needed.
- Keep follow-up visible in the team's existing chat.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review current order statuses, identify items that may need follow-up based on the status information available, and message the team with those items.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real set of orders and an authorized WhatsApp recipient.
Questions about this workflow
How does Notis know an order is stale?
It can only judge from status details Cdr platform returns or criteria you include in your instruction. It cannot use an unprovided history or baseline.
Can the WhatsApp message start a new conversation?
A regular message is delivered only if the recipient has texted your WhatsApp number first. Use an approved template when required for messages outside the 24-hour window.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Whatsapp. A trigger fires from one place; an action lands in another.
Cdr platform 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.
Cdr platform and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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