Share monthly customer handoffs on WhatsApp
Give onboarding a clean list of the customers who need attention next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send contacts
Send contacts whatsapp number. note: the message will be delivered to the recipient only if they have initiated a conversation first.
Why this helps
Customer handoffs are delayed when new accounts are collected manually at month end.
- Create a dependable month end handoff
- Reduce duplicate data entry
- Keep onboarding owners aligned
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Whatsapp in the Notis portal.
- 2Create an automation that finds newly active customers and prepares their contacts.
- 3Choose the notis_cron trigger and set the monthly schedule.
- 4Choose the WhatsApp recipient and test with one monthly customer set.
Questions about this workflow
Can the handoff be limited to a segment?
Yes, if the segment or qualifying attributes are included in the ChartMogul data.
Will each contact be sent separately?
Tell Notis whether to send individual contacts or a concise grouped handoff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ChartMogul to Whatsapp. A trigger fires from one place; an action lands in another.
ChartMogul 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.
ChartMogul 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.