Keep scheduled follow-ups consistent and on time
Let a recurring automation handle a defined follow-up using an approved WhatsApp template when the messaging window has passed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Remembering every scheduled follow-up adds another task to an already full day.
- Run a defined follow-up on a recurring schedule.
- Use the approved template required outside the messaging window.
- Reduce manual reminder work for eligible contacts.
Setup
Build it in a few focused steps.
- 1Connect Basin and WhatsApp once in the Notis portal and ensure the needed template is approved.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which eligible contacts and approved template to use based on available Basin data.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and an eligible recipient.
Questions about this workflow
Can this send a standard WhatsApp text instead of a template?
For messages outside the 24-hour window, WhatsApp requires a template. The selected template must be approved.
What if the data does not show who is due for follow-up?
Provide the needed criteria or tracking information. Notis can only determine eligibility from data available to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Whatsapp. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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