Make invoice questions easier to resolve
Ask for the relevant invoice detail in the same thread, without making assumptions about payment records.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Send reply
Send a reply to a specific message in a whatsapp conversation. this creates a contextual reply that shows which message you're responding to. note: the reply will be delivered to the recipient only if they have texted first.
Why this helps
Invoice messages often omit a reference or detail needed to work out what the sender means.
- Identify what information is missing.
- Ask one focused follow-up question.
- Keep the conversation organized in its existing thread.
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice clarification.
- 3Tell Notis to ask for the invoice reference or other missing detail when an incoming message is unclear, without claiming payment status.
- 4Choose the new WhatsApp message trigger and a report channel.
- 5Test with one real invoice question and review the run report.
Questions about this workflow
Can this check whether an invoice was paid?
No accounting or payment lookup action is listed. The workflow asks for details and must not state a payment status without evidence.
Can the question be a reply to the original message?
Yes. The Send reply action creates a contextual reply to a specific message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Whatsapp. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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