Keep your WhatsApp template inventory easy to review
Get a regular reminder of the templates available to your WhatsApp business account when planning outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
It takes extra time to search for the right approved template when campaign planning happens in a different tool.
- Review the templates available to your account.
- Bring template names and statuses into a reminder when returned by the action.
- Reduce time spent searching during campaign planning.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe in one instruction how to summarize available WhatsApp templates for campaign planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the returned template details.
Questions about this workflow
Does this action approve templates?
No. It retrieves templates. Approval happens through WhatsApp and should be checked before sending templates.
Does the workflow need ActiveTrail campaign results?
Not for retrieving templates. The scheduled Notis trigger starts the workflow, and the template inventory comes from WhatsApp.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Whatsapp. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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