Send weekly overdue invoice reminders
Make overdue follow-up a predictable routine instead of a memory task.
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
Overdue invoices stay unresolved when reminders depend on remembering to check Clientary.
- Create a reliable collection rhythm
- Use approved message templates
- Lower follow-up effort
Setup
Build it in a few focused steps.
- 1Connect Clientary and Whatsapp once in Notis.
- 2Create an automation named Weekly overdue reminders.
- 3Tell Notis to find overdue Clientary invoices and send the matching approved WhatsApp template.
- 4Pick the notis_cron trigger and set the weekly schedule.
- 5Choose a report channel, then test with one real overdue invoice.
Questions about this workflow
Which WhatsApp message should this use?
Use an approved template that matches your billing reminder language.
What if Clientary does not return an overdue list?
Notis can report the missing data instead of sending a message.
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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