Coordinate Cardly campaigns with WhatsApp templates
When a campaign request calls for a WhatsApp touch, have Notis send the approved template and keep the outreach moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Campaign messages can fall through when card outreach and WhatsApp follow-up live in separate tools.
- Use an approved template for marketing or out-of-window messaging.
- Start the WhatsApp touch from a campaign request delivered to a Notis webhook.
- Reduce manual handoffs between card and message outreach.
Setup
Build it in a few focused steps.
- 1Connect Cardly and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the campaign workflow.
- 3Tell Notis to send the appropriate approved WhatsApp template when a Cardly campaign request arrives, using the request's recipient and campaign context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real campaign request and verify that the template is approved and the recipient number is correct.
Questions about this workflow
Does this create or approve a WhatsApp template?
No. The workflow sends a template message. WhatsApp templates must already be approved before they can be used.
What starts the workflow?
An HTTP request to the Notis webhook starts it. The request should contain the campaign and recipient context Notis needs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cardly to Whatsapp. A trigger fires from one place; an action lands in another.
Cardly 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.
Cardly and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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