Keep lead reminders moving with scheduled WhatsApp templates
Set a recurring check for the leads you supply and send an approved template reminder when your follow-up criteria are met.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Remembering who needs another touch can turn a short follow-up task into an ongoing mental queue.
- Put recurring lead review on a schedule
- Use a template for messages outside the 24-hour window
- Reduce reliance on remembering each next touch
Setup
Build it in a few focused steps.
- 1Connect Abstract and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, specify the lead information and follow-up criteria to review, then ask Notis to send the named approved WhatsApp template to matching contacts.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the selected template is approved.
Questions about this workflow
Does Abstract provide the lead list for this workflow?
No lead-list trigger or retrieval is specified here. Supply the lead details to Notis through an available process and name any criteria or history it should use.
Can the workflow use any WhatsApp template?
Use an approved template. WhatsApp requires templates for marketing messages and messages sent outside the 24-hour window.
What starts the workflow?
A recurring Notis cron schedule starts it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Whatsapp. A trigger fires from one place; an action lands in another.
Abstract 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.
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.
Abstract and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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