Know which WhatsApp templates are available for outreach
Make template review part of your outreach routine, so the team can plan around the WhatsApp templates currently available to the account.
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
Outreach planning can stall when teams do not know which WhatsApp templates are available to use.
- Retrieve the account's message templates on a schedule.
- Give the team visibility before planning an outreach run.
- Avoid assuming a template exists or has been approved.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp once in the Notis portal and connect Blackbaud if you want the review paired with supporter outreach planning.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3Tell Notis to retrieve the available templates and summarize which are relevant to your planned outreach.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the summary against the returned template details.
Questions about this workflow
Does retrieving templates send a message?
No. This action gets the WhatsApp business account's templates.
Does this check the status of every template?
The selected action retrieves templates. For an individual template's status and details, use the separate Get template status action.
Can this prove that a supporter is eligible for outreach?
No. Template retrieval does not provide supporter eligibility or message delivery results.
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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