Use approved WhatsApp templates for Callingly leads
Give time-sensitive lead follow-up a consistent, approved template when the recipient is outside the messaging window.
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 regular text may not be suitable when a lead follow-up arrives outside WhatsApp's 24-hour window.
- Use a template for follow-up messages outside the 24-hour window.
- Keep outreach consistent across incoming lead notifications.
- Let Notis use webhook-supplied lead context when preparing the message.
Setup
Build it in a few focused steps.
- 1Connect Callingly and WhatsApp once in the Notis portal.
- 2Create an automation in Automations > New Automation with a name and a prompt for an approved lead follow-up template.
- 3Choose notis_webhook as the trigger and arrange an HTTP request with the recipient and the details required by the selected template.
- 4Choose where run reports should go.
- 5Test with one real example and confirm the template is approved before relying on it.
Questions about this workflow
Can this workflow send a template that is still pending review?
No. WhatsApp must approve a template before it can be used.
When are templates required?
The provided action notes templates are required for marketing messages and messages sent outside the 24-hour window.
Where do the lead details come from?
They must be included in the HTTP request that starts the Notis webhook, since Callingly has no trigger event listed in this context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Whatsapp. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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