Keep outreach planning and WhatsApp templates in sync
Review who you want to reach and which approved messages are ready to use.
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
Outreach planning gets fragmented when company research and message readiness are checked separately.
- Review target company context and available message templates together.
- See template status before planning a campaign.
- Reduce last-minute template approval surprises.
Setup
Build it in a few focused steps.
- 1Connect Akta and WhatsApp once in the Notis portal.
- 2Create an automation named Monthly Outreach Template Review.
- 3Tell Notis to review the chosen Akta target company research, retrieve WhatsApp templates, and summarize template readiness alongside outreach priorities.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real target list and your WhatsApp template library.
Questions about this workflow
Does this send any messages to prospects?
No. This workflow reviews company information and retrieves templates; it does not send outreach.
Can it confirm template approval?
Notis can retrieve templates and template status when available through the listed WhatsApp actions. Review the returned status before using a template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Akta to Whatsapp. A trigger fires from one place; an action lands in another.
Akta 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.
Akta and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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