Reach qualified prospects with an approved WhatsApp template
Let Notis review prospects on a schedule, check their email quality with Clearout, and use the approved template your outreach requires.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Prospect research, email checks, and template outreach are separate steps that can consume a founder's focus and delay follow-up.
- Review prospects and email quality in one scheduled run.
- Use a pre-approved WhatsApp template for eligible outreach.
- Receive a run report to spot records that need attention.
Setup
Build it in a few focused steps.
- 1Connect Clearout and WhatsApp once in the Notis portal.
- 2Create an automation in Notis, or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to find prospects matching your stated criteria, validate their email addresses, and send your specified approved WhatsApp template only to opted-in recipients eligible for template messaging.
- 4Choose the notis_cron trigger and set the schedule, then select where run reports should go.
- 5Test with one real prospect and confirm the template is approved before enabling the schedule.
Questions about this workflow
Can Notis create or approve a WhatsApp template as part of this workflow?
No. This workflow sends a template using action 20613. The template must already exist and be approved for use.
What prospect criteria should I provide?
State your target criteria in the automation instruction. Clearout can find prospects and enrich lead data, but you must supply the audience definition and messaging eligibility.
Will a valid email address be enough to send a WhatsApp message?
No. Email validity does not establish WhatsApp consent. Limit the workflow to contacts with the appropriate opt-in and template eligibility.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Whatsapp. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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