Verify the template before outreach
Catch approval issues before they block a client message.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get template status
Get the status and details of a specific message template. this is useful for checking if a template has been approved, rejected, or is still pending review.
Why this helps
Outreach plans break when a required WhatsApp template is still pending or rejected.
- Prevent failed sends
- Surface rejected templates early
- Keep outreach dependable
Setup
Build it in a few focused steps.
- 1Connect Clientary and Whatsapp once in Notis.
- 2Create an automation named Proposal template approval check.
- 3Tell Notis to check the required WhatsApp template status and report whether it is ready for the Clientary outreach.
- 4Choose the notis_webhook trigger and connect the Clientary outreach webhook.
- 5Choose a report channel, then test with one real proposal event.
Questions about this workflow
What happens if the template is rejected?
Notis can report the rejection and stop the outreach step.
Can this workflow send a fallback message?
Ask Notis to use a different approved template if one is provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clientary to Whatsapp. A trigger fires from one place; an action lands in another.
Clientary 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.
Clientary and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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