Create a Chartly report template
Give recurring charts a dependable message structure.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Every report is written from scratch, making delivery inconsistent and slow.
- Standardizes recurring updates
- Prepares out of window delivery
- Reduces writing effort
Setup
Build it in a few focused steps.
- 1Connect Chartly and Whatsapp in Notis once.
- 2Create an automation named Chart report template creator.
- 3Tell Notis to create a template with placeholders for chart title, takeaway, period, and permanent URL.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real template request and submit it for WhatsApp approval.
Questions about this workflow
Can the template be used immediately?
No. Templates must be approved by WhatsApp before they can be used.
What should placeholders contain?
Use values supplied by the Chartly render or the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Whatsapp. A trigger fires from one place; an action lands in another.
Chartly 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.
Chartly and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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