Check template readiness before contract outreach
Know which WhatsApp templates are available before you need to send an update.
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
An unapproved template can disrupt an update that needs to go outside the customer service window.
- Retrieve the templates available for the WhatsApp business account.
- Make a recurring review easier to remember.
- Spot when a template review may be needed before outreach.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp once in the Notis portal; connect Boldsign if you want contract context in the instruction.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to retrieve the WhatsApp templates and summarize their availability for the contract outreach context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the returned template details.
Questions about this workflow
Does this action verify a particular template's status?
This workflow uses Get message templates to retrieve templates. Use Get template status when you need the status details for a specific template.
Can this schedule tell which Boldsign contracts need outreach?
Not by itself. Supply the contract context you want Notis to consider.
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
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