Keep prospect and company context together before follow-up
Use a regular review to decide whether the person and company context supports a useful next touch.
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
Person research and company research can drift apart, leaving follow-up less focused.
- Consider person and company information together.
- Make follow-up decisions during a predictable review.
- Use approved templates for eligible WhatsApp messages.
Setup
Build it in a few focused steps.
- 1Connect BlitzAPI and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3Ask Notis to review supplied person and company details together and send the approved template only when the follow-up is relevant and eligible.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with one prospect, the associated company details, and an approved template.
Questions about this workflow
Does this workflow calculate a fit score?
No fit scoring fields or baseline are specified. If you want a score, provide the criteria to Notis.
Is every contact eligible for a template?
Eligibility depends on WhatsApp rules and the recipient's context. Use the template only for eligible contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blitz API to Whatsapp. A trigger fires from one place; an action lands in another.
Blitz API 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.
Blitz API and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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