Carry WhatsApp reminder replies into Chaser invoice follow-up
When a customer taps a reminder response, make sure the next step reaches the invoice. Notis can act on clear replies using the status rules you provide.
Trigger
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Action
Update Invoice
Tool to update an existing invoice's information using its unique identifier. use after confirming the invoice exists when you need to modify fields like status, amounts, or dates.
Why this helps
A customer responds to a payment reminder, but the reply does not make it into the invoice follow-up record.
- Reduce manual review of straightforward reminder responses.
- Keep a customer's reply connected to an identifiable invoice.
- Flag replies that do not clearly support a status change.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis in one instruction how to interpret each reply option, identify the invoice, and which Chaser status changes are allowed.
- 4Pick the WhatsApp Interactive Reply Received trigger and choose a report channel.
- 5Test with one real interactive reply and check the matching invoice and update.
Questions about this workflow
Does this trigger cover any WhatsApp reply?
No. It covers a customer tapping a quick-reply button or selecting an option from an interactive list message you sent.
What happens if the reply cannot be tied to an invoice?
Ask Notis to report it for review rather than updating an unconfirmed invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Chaser. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
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
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
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.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
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 Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Whatsapp and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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