Review WhatsApp templates for Callingly follow-up
Keep the templates used for lead follow-up easier to review by asking Notis to retrieve them on a schedule.
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 overlook when preparing follow-up outside WhatsApp's 24-hour window.
- Bring available template information into a scheduled review.
- Make template planning a recurring, visible task.
- Reduce time spent navigating the WhatsApp business account to review templates.
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 to retrieve and summarize WhatsApp message templates relevant to lead follow-up.
- 3Choose notis_cron and set a recurring schedule.
- 4Choose where run reports should go.
- 5Test with one real run and confirm the returned templates include the details you need.
Questions about this workflow
Does listing templates confirm that a specific template is approved?
The Get message templates action retrieves templates. Use Get template status for the status and details of a specific template.
Does this workflow send a message to a lead?
No. It retrieves template information for review and planning.
Why review templates for Callingly follow-up?
Templates are required for marketing messages and messages outside the 24-hour window, according to the available WhatsApp action description.
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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