Check template readiness before prospect outreach
Reduce last-minute stalls by reviewing available WhatsApp templates alongside the upcoming prospect criteria on a predictable schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Outreach can stall when a team discovers too late that the needed WhatsApp template is missing or unsuitable.
- Surface available templates before a prospect outreach run.
- Pair a readiness review with the prospect criteria you plan to use in Clearout.
- Keep template preparation separate from sending messages.
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 review the prospect criteria you provide for an upcoming Clearout search and retrieve WhatsApp message templates for a readiness summary; do not send messages.
- 4Choose the notis_cron trigger and set the review schedule, then select where run reports should go.
- 5Test with one real set of prospect criteria and confirm the report identifies available templates.
Questions about this workflow
Does this workflow send an outreach message?
No. It uses the Get message templates action to support preparation and reporting only.
Can it tell whether a specific template is approved?
The listed action retrieves templates. For the status of a specific template, the available action is Get template status, but this workflow uses the template list action.
Where do the Clearout prospect criteria come from?
Provide the criteria in the automation instruction. The workflow does not assume Clearout exposes a trigger event.
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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