Track invoice follow-ups from WhatsApp
Give billing questions and promised payment follow-ups a clear place to land.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Why this helps
Billing messages can get buried among everyday conversations and delay resolution.
- Make billing follow-ups visible
- Retain invoice details provided in chat
- Reduce repeated searching for payment conversations
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Asana once in the Notis portal.
- 2Create an automation for billing follow-ups.
- 3Tell Notis to create an Asana task when an incoming WhatsApp message requires an invoice, payment, or billing follow-up, including relevant references stated in the message.
- 4Pick New WhatsApp Message Received as the trigger and choose a report channel.
- 5Test with one real billing message and check the task summary.
Questions about this workflow
Can Notis include an invoice number?
Yes, if the number is present in the message and you ask Notis to include it.
Does this process payments?
No. It creates a task for a person to follow up on the billing request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Asana. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Timelinesai and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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