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Keep billing message templates easy to review

Know which WhatsApp templates are available when you need to communicate about Billsby billing activity.

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 templates are scattered or their approval status is unclear, teams lose time before sending customer communications.

  • Make available templates easier to review on a routine schedule.
  • Reduce last-minute searching before billing communications.
  • Use the returned template data as the basis for a concise Notis run report.

Setup

Build it in a few focused steps.

  • 1Connect Billsby and WhatsApp once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3Describe the outcome: retrieve the WhatsApp business account's message templates and summarize the available template information for review.
  • 4Choose a recurring Notis schedule, select a channel for run reports, and test with one real example.
  • 5Review a template's specific status with the Get template status action when you need approval details.

Questions about this workflow

Does this check Billsby records?

No. It retrieves WhatsApp message templates. The recurring schedule is a Notis-native trigger and does not depend on a Billsby event.

Does the template list confirm that each template is approved?

For the status of a specific template, use Get template status. Templates need WhatsApp approval before they can be used.

Can this workflow send a message?

No. It retrieves templates for review. A separate workflow can use a sending action when the relevant customer and message details are available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Billsby to Whatsapp. A trigger fires from one place; an action lands in another.

Billsby triggers

Whatsapp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get phone number

Get details of a specific phone number associated with a whatsapp business account.

ActionInstant

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

ActionInstant

Connect any two apps with Notis in the middle.

Billsby and Whatsapp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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