Send Chartly reports with an approved template
Keep scheduled reporting compliant and consistent.
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
A useful chart arrives after the conversation window and cannot be sent as a normal message.
- Supports out of window delivery
- Keeps report wording consistent
- Adds the chart link to a known format
Setup
Build it in a few focused steps.
- 1Connect Chartly and Whatsapp in Notis once.
- 2Create an automation named Templated chart report.
- 3Tell Notis to fill the approved template with the chart title, key takeaway, and permanent URL.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real Chartly report and an approved template.
Questions about this workflow
Does the template need approval?
Yes. Whatsapp requires templates to be approved before use.
Can this send outside the 24 hour window?
Approved templates are designed for messages outside that window.
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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