Deliver recurring site reviews by WhatsApp template
Use an approved WhatsApp template when you need a scheduled site review report outside the active conversation window.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
A useful scheduled review is less useful if the update cannot reach its recipient outside the conversation window.
- Use a template message for eligible scheduled updates.
- Keep recurring review delivery in WhatsApp.
- Summarize the CaptureKit results in a familiar report format.
Setup
Build it in a few focused steps.
- 1Connect CaptureKit and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to analyze your supplied site URL and send the review using an approved WhatsApp template that fits the report.
- 4Pick the recurring schedule trigger and choose where run reports go.
- 5Test with one real site review and verify the template is approved and the message arrives.
Questions about this workflow
Why does this use a template message?
WhatsApp templates are required for messages outside the 24-hour window and for marketing or utility messages. The template must be approved before use.
Will Notis create the required template?
No. Create and obtain approval for the template before configuring it for a scheduled report.
What if the template is pending or rejected?
It cannot be used until approved. Check its status and use an approved template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CaptureKit to Whatsapp. A trigger fires from one place; an action lands in another.
CaptureKit 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.
CaptureKit and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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