Review customer activity in one weekly WhatsApp message
Bring the customer or order activity you care about into a short weekly recap, based on Cloudcart data available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Customer activity is hard to keep in mind when it is scattered across individual records and daily interruptions.
- See a recurring activity overview
- Choose a useful reporting period
- Reduce the need to revisit individual records
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, define the Cloudcart customer or order activity and period to summarize, then ask Notis to send the results to your WhatsApp number.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real week of data and verify the summary.
Questions about this workflow
What counts as customer activity?
Specify the activity you want summarized, such as orders in a defined period. The result depends on the data Cloudcart returns.
Can this identify customers who need a follow-up?
It can report criteria supported by returned data, but the app description does not specify a follow-up history or customer intent signal.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.