Schedule donor outreach from Blackbaud with WhatsApp templates
Prepare recurring supporter outreach around an approved template, with Notis handling the prompt-based work on your chosen schedule.
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
Recurring donor outreach takes planning and can be missed when it depends on someone remembering to start it.
- Run outreach on a consistent schedule.
- Use a WhatsApp template intended for eligible messages outside the 24-hour window.
- Keep the automation prompt focused on the supporter group and message purpose.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3Tell Notis which available supporters to contact and which approved template to use.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real example and verify that the template is approved and the recipient is eligible.
Questions about this workflow
Can this send a template that is still under review?
No. WhatsApp must approve a template before it can be used.
Can Notis infer which supporters should receive outreach?
Only if the selection criteria and supporting data are available to the automation. Provide any missing criteria in your instruction.
Does a schedule guarantee delivery?
No. Delivery depends on WhatsApp requirements and recipient eligibility, as well as an approved template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Whatsapp. A trigger fires from one place; an action lands in another.
Blackbaud 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.
Blackbaud and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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