Schedule a WhatsApp template for document delivery
Prepare a repeatable delivery notice for approved WhatsApp templates, with the timing and document details kept in your schedule.
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
Recurring document deliveries can depend on remembering the right message, recipient, and timing each time.
- Send a consistent delivery notice at the planned time.
- Use an approved template suited to messages outside the 24-hour window.
- Reduce repeated message drafting for routine document deliveries.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Describe the delivery notice and provide the recipient, timing, approved template, and document details in the information available to Notis.
- 4Choose the recurring schedule trigger and where run reports should go.
- 5Test with one real scheduled delivery and confirm the chosen template is approved.
Questions about this workflow
Does this workflow look up ActiveMerge documents?
No source trigger or lookup is available here. Provide the delivery details and recipient in the information available to Notis for the scheduled run.
Can I use a template that is still pending approval?
No. WhatsApp must approve a template before it can be used.
Why use a template message?
WhatsApp templates are required for marketing messages and messages sent outside the 24-hour conversation window. Use a template appropriate to your message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Whatsapp. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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