Schedule WhatsApp reminders for CloudPDF document follow-up
Give important document follow-ups a dependable nudge without carrying every due date in your head.
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
Document follow-ups are easy to postpone when reminders depend on someone remembering to check a list.
- Create a recurring nudge for a defined follow-up routine
- Use an approved template for messages outside the WhatsApp 24-hour window
- Avoid assuming CloudPDF exposes a schedule or document status trigger
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the reminder routine.
- 3Tell Notis to send the approved WhatsApp template for document follow-up using the schedule's recipient and document details that you provide.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real recipient, a valid approved template, and the document details your process supplies.
Questions about this workflow
Does the schedule find overdue documents in CloudPDF automatically?
No CloudPDF data lookup or trigger is specified here. Supply the recipients and document follow-up details to the automation or its prompt.
Why use a template message?
WhatsApp templates are required for marketing and messages sent outside the 24-hour window. The selected template must be approved before it can be used.
Can the reminder be sent before a template is approved?
No. Confirm the template is approved before relying on this scheduled workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Whatsapp. A trigger fires from one place; an action lands in another.
CloudPDF 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.
CloudPDF and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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