Keep proposal follow-up templates easy to verify
Know which WhatsApp templates are available before you depend on them for client follow-up.
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 follow-up process can break quietly when its required WhatsApp template is missing or unavailable.
- Review the templates available in your WhatsApp business account.
- Spot whether the template your process expects is present.
- Keep template readiness visible without a manual portal check.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for template readiness.
- 3Tell Notis to retrieve the WhatsApp templates and report whether your proposal follow-up template is present.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one run and confirm the report names any missing template.
Questions about this workflow
Does this create or approve a template?
No. It retrieves the templates available in the WhatsApp business account; approval is handled by WhatsApp.
Why use a schedule?
A recurring check can make template availability visible before a proposal follow-up needs to be sent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Whatsapp. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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