Share contract milestones with an approved WhatsApp template
Make important contract updates consistent and ready to send.
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
Important updates can slip when you have to compose and send them from scratch.
- Use an approved template for structured milestone updates.
- Keep routine contract communication consistent.
- Reduce the effort of composing repeat updates.
Setup
Build it in a few focused steps.
- 1Connect Boldsign and WhatsApp once in the Notis portal.
- 2Create an automation in plain language or from Automations, New Automation in the portal.
- 3Tell Notis to send your approved WhatsApp template when a webhook reports the specified Boldsign milestone.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real milestone and verify the template is approved and available.
Questions about this workflow
Can I send a template before WhatsApp approves it?
No. Templates must be approved by WhatsApp before they can be used.
Does the workflow create the template?
No. This workflow sends a template message. Create and get approval for the template separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Whatsapp. A trigger fires from one place; an action lands in another.
Boldsign 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.
Boldsign and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.