Keep WhatsApp templates ready for planned messages
Review your message templates on a steady schedule so campaign preparation does not depend on remembering to check the account.
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
Planned outreach can stall when nobody knows which templates are available or still awaiting review.
- See the current template inventory in a regular run report
- Catch pending or missing templates during campaign preparation
- Reduce last-minute checks before outreach
Setup
Build it in a few focused steps.
- 1Connect Captions and WhatsApp once in the Notis portal.
- 2Create an automation named WhatsApp template readiness check.
- 3Tell Notis to retrieve the WhatsApp templates and summarize their current status for campaign planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report reflects the available templates.
Questions about this workflow
Does this workflow send campaign messages?
No. It retrieves the template inventory for review and planning.
Can the workflow confirm a template is approved?
The template listing is useful for inventory. For a specific template's approval status, use the Get template status action in a separate workflow.
Why connect Captions for this workflow?
The source and target apps are connected as the pair for this package. Captions does not need to provide a trigger event when this workflow starts on a schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Captions to Whatsapp. A trigger fires from one place; an action lands in another.
Captions 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.
Captions and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.