Keep template follow-up on your radar
Use one scheduled check to surface WhatsApp template status work from the Coda checklist your team maintains.
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
Template approvals and follow-up can be scattered across a checklist and a separate messaging account.
- Bring checklist and template review into one routine
- Surface missing templates for follow-up
- Avoid repeated manual account checks
Setup
Build it in a few focused steps.
- 1Connect Coda and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the template review.
- 3Tell Notis to read the Coda checklist and compare it with the WhatsApp templates, reporting discrepancies.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real checklist and template inventory.
Questions about this workflow
Does this workflow create or approve templates?
No. It retrieves the current template inventory so Notis can identify items for review. Approval is handled by WhatsApp.
What should the Coda checklist contain?
Maintain the expected template names or review notes in Coda. Notis can only compare against details available in the checklist and WhatsApp response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Whatsapp. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
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.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
Coda and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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