Deliver strategy follow-up with an approved template
Use a consistent, pre-approved message format when a strategy review needs a formal follow-up.
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 strategy follow-up can be delayed when the right message format is not ready.
- Use a consistent outbound message format.
- Trigger the brief when a strategy follow-up is needed.
- Keep the message aligned with your approved template.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the template brief.
- 3Tell Notis which available scorecard context to include in your approved template message.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the template is approved.
Questions about this workflow
Can this send a new template that has not been approved?
No. WhatsApp templates must be approved before they can be used.
What starts the workflow?
An HTTP request starts the Notis webhook trigger.
Can the template include arbitrary scorecard data?
Use template variables and values supported by your account and the data available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BSC Designer to Whatsapp. A trigger fires from one place; an action lands in another.
BSC Designer 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.
BSC Designer and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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