Turn qualified WhatsApp leads into a Customer.io broadcast
Move promising WhatsApp conversations forward while the context is still fresh.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
Potential customers wait while founders copy conversation details into campaigns by hand.
- Respond to buying signals quickly
- Preserve the original conversation context
- Reduce manual campaign setup
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Customer.io in the Notis portal.
- 2Create an automation named Qualified WhatsApp lead broadcast.
- 3Tell Notis to assess each new message for buying intent and trigger the appropriate Customer.io broadcast with a short summary when qualified.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one real message.
Questions about this workflow
What counts as qualified intent?
Define your own signals in the instruction, such as a request for pricing, a demo, or availability.
Can Notis include the WhatsApp context?
Yes. Ask it to summarize the relevant message and include that summary in the broadcast personalization data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Customerio. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Get Messages
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Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Timelinesai and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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