Get customer context before the next conversation
Have Notis gather the Cloudcart details available for a customer and send you a short briefing before you follow up.
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
Starting a customer conversation without context can mean searching through past orders while the person waits.
- Prepare with available customer context
- Reduce last-minute admin searches
- Keep the briefing in a quick-to-check channel
Setup
Build it in a few focused steps.
- 1Connect Cloudcart and WhatsApp once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis what you want from any connected channel.
- 3In one instruction, ask Notis to use the customer identifier in the webhook to summarize relevant Cloudcart customer and order details for you.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real customer record and review the details for accuracy.
Questions about this workflow
What customer information will Notis find?
It depends on the customer and order data Cloudcart returns and the connected access available to Notis.
Does this send a message to the customer?
No. It sends an internal briefing to your WhatsApp number so you can prepare a follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudcart to Whatsapp. A trigger fires from one place; an action lands in another.
Cloudcart 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.
Cloudcart and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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