Send Clientary invoice updates through WhatsApp
Keep billing conversations moving without copying invoice details between apps.
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
Invoice follow-ups get delayed when billing work and client messaging live in separate tools.
- Reduce manual billing follow-up
- Give clients timely status updates
- Keep messages consistent
Setup
Build it in a few focused steps.
- 1Connect Clientary and Whatsapp once in Notis.
- 2Create an automation named Invoice ready update.
- 3Tell Notis to send the client a concise WhatsApp message with the invoice status and next step.
- 4Choose the notis_webhook trigger and connect your Clientary webhook.
- 5Choose a report channel, then test with one real invoice event.
Questions about this workflow
Can the message include the invoice total?
Yes, if the webhook payload includes the total. Otherwise ask Notis to omit it.
Will this send outside an active WhatsApp conversation?
Send message works when the recipient has texted first. Use a template message for approved outbound templates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clientary to Whatsapp. A trigger fires from one place; an action lands in another.
Clientary 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.
Clientary and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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