Send customer updates on a schedule with Botbaba context
Review the Botbaba context you already have and send an approved WhatsApp template when a customer update is due.
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
Routine customer updates can be delayed when each one depends on someone remembering to start it.
- Give routine updates a consistent review cadence.
- Base updates on details available in Botbaba conversations.
- Use approved templates when the message requires one.
Setup
Build it in a few focused steps.
- 1Connect Botbaba and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer updates.
- 3Tell Notis to review available Botbaba conversation context and send an approved WhatsApp template only when an update is due and its details are available.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real update and an approved template; ensure the recipient has the required WhatsApp conversation context.
Questions about this workflow
Can this send a template that is still pending approval?
No. WhatsApp must approve a template before it can be used.
What if the update details are missing?
The workflow should not guess. Supply the missing details or have Notis skip sending until they are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Botbaba to Whatsapp. A trigger fires from one place; an action lands in another.
Botbaba 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.
Botbaba and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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