Send an approved WhatsApp template for lead nurture
Keep lead follow-up moving with a template that is approved and ready to use.
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
A lead can need a timely follow-up even when the WhatsApp conversation window is no longer open.
- Use a WhatsApp template for eligible follow-up outside the 24-hour window.
- Keep the message consistent with your approved template.
- Reduce the chance of forgetting a planned lead touchpoint.
Setup
Build it in a few focused steps.
- 1Connect Notis to WhatsApp once in the portal and ensure the destination number and template details can be supplied to the automation.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3Describe in one instruction when to send the approved template and what lead context Notis should use.
- 4Choose the notis_webhook trigger and select a destination for run reports.
- 5Test with one real example and confirm that the template is approved before relying on it.
Questions about this workflow
Does the workflow approve the template?
No. WhatsApp must approve a template before it can be used. Use the available WhatsApp template status action separately if you need to check its status.
Why use a template instead of a regular message?
Templates are required for marketing messages and messages sent outside the 24-hour window.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bread & Butter to Whatsapp. A trigger fires from one place; an action lands in another.
Bread & Butter 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.
Bread & Butter and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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