Send approved WhatsApp updates from email
Turn a qualifying email into a consistent WhatsApp template message when a template is the right format for the update.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Important updates can stall when the approved message format is easy to forget or hard to reuse consistently.
- Reuse a consistent approved message format.
- Support messages that require a template outside the 24-hour window.
- Reduce repeated drafting for standard updates.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or describe the outcome to Notis.
- 3In one instruction, specify which emails should trigger an approved template and what information belongs in the message.
- 4Pick Agent mail's New Email Received trigger, choose a report channel, and test with one real example.
Questions about this workflow
Can a template be sent before WhatsApp approves it?
Templates must be approved by WhatsApp before they can be used.
When are templates required?
Templates are required for marketing messages and messages sent outside the 24-hour window.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Whatsapp. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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