Review WhatsApp templates before sending card campaigns
Keep a recurring review of available templates in your routine before preparing a CardClan card campaign.
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 availability can be overlooked while preparing a card campaign, leaving the team unsure what is ready to use.
- Retrieve the business account's message templates on a schedule.
- Create a recurring checkpoint before campaign preparation.
- Reduce last-minute searching for a suitable template.
Setup
Build it in a few focused steps.
- 1Connect CardClan and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe in one instruction that the automation should retrieve templates for a pre-campaign review.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and review the returned template data.
Questions about this workflow
Does this confirm that a template is approved?
This workflow retrieves templates. For the status of a specific template, use the separate Get template status action if you create a distinct workflow.
Does the action send a card or message?
No. It retrieves the WhatsApp business account's templates for review.
Can this identify the next CardClan campaign?
No campaign trigger or schedule data from CardClan is listed. Use the scheduled review as a manual readiness checkpoint.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CardClan to Whatsapp. A trigger fires from one place; an action lands in another.
CardClan 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.
CardClan and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.