Keep track of the templates your member messages depend on
Get a regular view of available templates before you need one for an important member 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
Template status and availability can be easy to forget until a message must go out.
- See the current template inventory in one report
- Spot missing or changed templates earlier
- Reduce last-minute checks before member communications
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve WhatsApp templates and report the ones relevant to member communications.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run.
Questions about this workflow
Does this send messages to members?
No. This workflow retrieves templates and reports on them; it does not send a member message.
Can it confirm whether a template is approved?
The template list provides the available template data. For a specific template's status and details, use the dedicated status action in a separately designed workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Whatsapp. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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