Share recording updates beyond the active chat window
When a transcript needs to reach a contact outside the usual chat window, have Notis prepare a concise update and send it through an approved WhatsApp template.
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
Important transcript updates can wait until a contact is no longer within the ordinary messaging window, making follow-up harder.
- Summarize the relevant transcript detail for a recipient.
- Use a template for messaging that requires WhatsApp approval.
- Keep transcript-based outreach consistent.
Setup
Build it in a few focused steps.
- 1Connect Castingwords and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to fetch the supplied finalized transcript, prepare the specified update, and send it using the named approved WhatsApp template.
- 4Choose a webhook trigger and choose where run reports should go.
- 5Test with one finalized job, an approved template, and a recipient number.
Questions about this workflow
Does this create a message template?
No. This workflow sends a template message using the Send template message action. Create and get approval for the template separately before using it.
Can a pending template be used?
No. WhatsApp must approve a template before it can be used.
What if the transcript does not include the details required by the template?
Supply missing details in your instruction or ask Notis to skip sending when required information is absent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Castingwords to Whatsapp. A trigger fires from one place; an action lands in another.
Castingwords 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.
Castingwords and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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