Remind Customers About Upcoming Bills Without Sounding Pushy
Every Monday, Notis sends a pre-approved WhatsApp template reminding customers of upcoming invoices. Friendly, professional, effective—and you never have to send it manually.
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
You want to remind customers about upcoming bills, but sending manual reminders feels pushy and takes admin time. Late payments pile up because the reminder never happens.
- Scheduled automatically every week—you set it and forget it
- Template is pre-approved, guaranteed delivery
- Late payments drop because reminders are timely and consistent
Setup
Build it in a few focused steps.
- 1Connect Stripe and WhatsApp to Notis.
- 2Tell Notis: 'Every Monday at 9am, send a WhatsApp template reminding customers about their upcoming invoice. Keep it friendly and mention if they have any questions, they can reply.'
- 3Notis lets you customize the day, time, and message. Make it warm—e.g., 'Your invoice is coming Friday. Any questions? Just reply!'
- 4Submit to WhatsApp for approval (if using a template).
- 5Test by manually triggering a reminder and checking WhatsApp.
- 6Monitor delivery and customer replies over a few weeks. Adjust timing if needed (e.g., 'send on Thursdays instead').
Questions about this workflow
Can I send different reminders for different subscription tiers?
Yes. Set up multiple automations with different schedules and messages—e.g., one for monthly subs (reminder 3 days before), one for yearly subs (reminder 1 week before).
What if a customer opts out of reminders?
Notis respects WhatsApp unsubscribe requests. If they reply 'STOP' or opt out, they won't get reminders (but can still message you).
How do I know if reminders help?
Compare your payment timeliness before and after. You'll likely see late payments drop 20–40% with consistent, friendly reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Whatsapp. A trigger fires from one place; an action lands in another.
Stripe triggers
Whatsapp actions
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Subscription Deleted Trigger
Triggered when a subscription is deleted in Stripe
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.
Not just Stripe and Whatsapp. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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