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Send a scheduled Coinbase update with a WhatsApp template

Use an approved WhatsApp template for a scheduled update when the recipient is outside the 24-hour messaging window.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Send template message

Send a message using an approved template.

Why this helps

A useful scheduled update can be missed if it depends on an open WhatsApp conversation window.

  • Use a template for messages outside the 24-hour window.
  • Set a recurring time for an account summary.
  • Keep the report format consistent.

Setup

Build it in a few focused steps.

  • 1Connect Coinbase and WhatsApp once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis which Coinbase information to summarize and which approved WhatsApp template to use.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and verify the template is approved before relying on delivery.

Questions about this workflow

Can a new template be used immediately?

No. Templates must be approved by WhatsApp before they can be used.

When is a template required?

Templates are required for marketing messages and messages sent outside the 24-hour window.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coinbase to Whatsapp. A trigger fires from one place; an action lands in another.

Coinbase triggers

Whatsapp actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create message template

Create a message template, which must be approved before use.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Block WhatsApp Users

ActionInstant

Delete message template

Permanently deletes every language version of a named template, and this action cannot be undone.

ActionInstant

Configure WhatsApp Conversational Automation

Configures automated greetings, away messages, commands, and conversation prompts.

ActionInstant

Get business profile

Retrieve the business profile for a business phone number.

ActionInstant

Create WhatsApp Flow

Creates a draft flow; configure and publish it before it can be used.

ActionInstant

Create WhatsApp Max Price Agreement

Sets a per-conversation price ceiling for applicable messages across the business account.

ActionInstant

Get media info

Retrieve metadata and a temporary download link for uploaded media.

ActionInstant

Connect any two apps with Notis in the middle.

Coinbase and Whatsapp, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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