Bulk Update Contact Status Monthly
Every month, Notis reviews your WhatsApp activity, updates Airtable record statuses—marking active clients, flagging silent ones, and prioritizing follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update multiple records
Updates multiple existing records in a specified airtable table; these updates are not performed atomically.
Why this helps
You have 200 contacts in Airtable, but status fields are stale. You don't know who's active, who's dormant, who needs follow-up. Manually checking is impossible, so your data decays.
- Always current data: contact status reflects actual engagement
- Better segmentation: identify high-value, dormant, and at-risk clients
- Smarter follow-up: Notis flags who needs attention
- Less manual updates: bulk changes happen automatically
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Airtable to Notis.
- 2Add a 'Status' field to your contacts table (options: active, dormant, at-risk, inactive).
- 3Tell Notis: 'On the 1st of each month, review all my WhatsApp conversations from the past 30 days. For each contact, update their status in Airtable: mark as Active if they messaged recently, Dormant if it's been 90+ days, or At-Risk if it's been 30-60 days without contact.'
- 4Specify any custom rules (e.g., 'B2B clients over 180 days = inactive').
- 5Run manually first month to see results, then schedule automatically.
Questions about this workflow
What thresholds define 'dormant' vs 'at-risk'?
You define them. Common: Active = messaged this month, At-Risk = 30-60 days, Dormant = 90+ days. Adjust based on your business.
Will existing records be overwritten?
Yes, based on the rules you define. If a client is marked Active but hasn't messaged in 3 months, the status changes to Dormant. You can review changes before they apply.
Can I exclude certain contacts from updates?
Yes. Tag inactive prospects or archived clients, and Notis will skip them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Airtable. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Airtable actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create Field
Creates a new field within a specified table in an airtable base.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Airtable. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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