Send daily Charla lead follow ups on WhatsApp
Start each day with timely follow ups already sent to your newest leads.
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
New contacts can sit untouched while you switch between support and sales tools.
- Reduces missed follow ups
- Keeps outreach focused
- Creates a repeatable morning routine
Setup
Build it in a few focused steps.
- 1Connect Charla and Whatsapp in Notis once.
- 2Create an automation named Daily Charla lead follow ups.
- 3Tell Notis to review new Charla contacts and send a personalized WhatsApp message.
- 4Choose a notis_cron schedule and select a report channel.
- 5Test with one real contact and review the run report.
Questions about this workflow
Can Notis personalize each message?
Yes. Tell Notis which Charla contact details and context to use in the instruction.
What if a contact has no WhatsApp number?
Ask Notis to skip contacts without a usable number and report them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Whatsapp. A trigger fires from one place; an action lands in another.
Charla 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.
Charla and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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