Invite a client to review a proposal with an approved template
Use a pre-approved message format for proposal review updates that need to reach clients outside the service window.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
A proposal review request can be delayed when it requires the right approved message format.
- Use a template intended for messages outside the 24-hour window.
- Keep proposal review invitations consistent.
- Base the message on the client and proposal information available in Bidsketch.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis when to invite a client to review a proposal and which approved template to use.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real proposal and confirm the selected template is approved.
Questions about this workflow
Can this workflow create or approve a template?
No. The workflow sends a template message. WhatsApp must approve templates before they can be used.
What if the template is still pending or rejected?
Check its status with the Get template status action and use it only once approved.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Whatsapp. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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