Review a WhatsApp business number's details on schedule
Keep the details for a specific WhatsApp business number close at hand when preparing customer communications.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Why this helps
Looking up number details during outreach preparation adds another context switch and can slow a planned follow-up.
- Retrieve the details for a specific WhatsApp business number.
- Make number information available in a scheduled report.
- Reduce manual lookup during outreach preparation.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to retrieve details for the specified WhatsApp business number for outreach planning.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test once using a real number associated with the WhatsApp business account.
Questions about this workflow
What number does this check?
It retrieves details for the specific WhatsApp business phone number identified for the automation.
Does this send a message?
No. Get phone number retrieves number details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Whatsapp. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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