Prepare donor outreach templates before they are needed
Get recurring donor messages ready in advance so approval timing does not interrupt outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Teams often draft a template only when they need to message, leaving little time for approval.
- Prepare repeatable donor communication ahead of time.
- Allow room for WhatsApp's approval process.
- Reduce repetitive drafting for recurring outreach.
Setup
Build it in a few focused steps.
- 1Connect ChMeetings and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for donor template preparation.
- 3Tell Notis what recurring donor communication the template should support and create the template for WhatsApp review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real communication need and verify the resulting template before relying on it.
Questions about this workflow
Can the template be used immediately?
No. WhatsApp must approve a new template before it can be used.
When are templates useful?
Templates are required for marketing messages and messages sent outside the 24-hour window; they are also used for utility messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chmeetings to Whatsapp. A trigger fires from one place; an action lands in another.
Chmeetings 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.
Chmeetings and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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