Check template readiness for planned campaigns
Catch missing or pending WhatsApp templates while campaign content is still being prepared in Agility CMS.
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
A campaign can be ready in the CMS while its required WhatsApp template is still pending review or missing.
- Review campaign plans and available templates together.
- Catch pending or missing templates earlier in preparation.
- Reduce last-minute campaign launch delays.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review planned campaign content and available WhatsApp templates, then summarize any readiness gaps.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real campaign plan and verify the summary against the template statuses.
Questions about this workflow
Does this workflow create or approve templates?
No. It retrieves existing templates for a readiness review. WhatsApp approval is a separate process.
Can it check a specific template's status?
This action retrieves templates. Use the listed template status action in a separate workflow if you need details for a specific template.
Can Notis identify campaigns in Agility CMS?
It can use the campaign content returned by Agility CMS. If campaign markers are not present, describe how to identify those items or provide the list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Whatsapp. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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