Keep customer message templates easy to review
Make template review part of a simple routine before sending customer updates that require an approved template.
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
When template approval status is unclear, it is easy to delay an important customer communication.
- Make available templates easier to review on a routine.
- Reduce delays caused by searching for the right template.
- Support messaging outside the 24-hour window with approved templates.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp once in the Notis portal; connect Ascora if you want the reminder framed around Ascora customer updates.
- 2Create an automation in Automations, New Automation, and name it for template review.
- 3Tell Notis to retrieve WhatsApp templates and summarize which may suit the customer update scenario you provide.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one run and verify template approval status before using any template to message customers.
Questions about this workflow
Does this workflow send a customer message?
No. It uses Get message templates to retrieve templates for review. Sending requires a separate messaging action.
Can a pending template be used?
Templates must be approved by WhatsApp before they can be used.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Whatsapp. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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