Nurture trial users with an approved template
Make trial follow-up predictable without maintaining another spreadsheet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Trial outreach slips when founders must remember who needs a message each day.
- Create dependable trial touchpoints
- Use WhatsApp approved templates
- Reduce follow-up overhead
Setup
Build it in a few focused steps.
- 1Connect Chameleon and Whatsapp in Notis.
- 2Create an automation named Trial nurture template.
- 3Tell Notis to select eligible trial users from the supplied Chameleon data and send the approved template to each number.
- 4Pick a recurring schedule and choose where reports go.
- 5Test with one real trial record.
Questions about this workflow
Do templates need approval?
Yes. Whatsapp must approve templates before they can be used.
What if no users qualify?
Notis can report that no eligible records were found and send nothing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chameleon to Whatsapp. A trigger fires from one place; an action lands in another.
Chameleon 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.
Chameleon and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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