Monthly Template Cleanup Automation
Templates pile up. This automation runs monthly, removing old, rejected, or explicitly marked templates--keeping your library clean without manual deletion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Your template list grows unwieldy with old campaigns, rejected templates, and duplicates. Manually deleting them is chores you skip.
- Keep your template library organized
- Remove rejected or obsolete templates automatically
- Reduce cognitive load in template selection
- Maintain template hygiene
Setup
Build it in a few focused steps.
- 1Connect WhatsApp to Notis
- 2Identify which templates you want to keep (or tag templates for deletion)
- 3Create a cron automation: Every month, delete WhatsApp templates that are marked for cleanup or older than 6 months
- 4Specify criteria: Delete any template with deprecated in the name, or templates rejected by WhatsApp, or templates not used in the last 90 days
- 5Set the schedule to monthly
- 6Before activating, manually delete critical templates you want to preserve to be safe
Questions about this workflow
Can I undo deletions?
No. WhatsApp doesn't recover deleted templates. Be specific in your deletion criteria to avoid losing templates you need.
What if I delete a template by accident?
You'll have to recreate and resubmit it for approval (24-48 hour wait). Be conservative with deletion criteria.
Can I do this more frequently?
Monthly is standard. Weekly cleanup is overkill unless you create templates constantly.
What counts as not used?
Notis can check if a template was sent in the last 90 days. Unused templates are candidates for cleanup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Whatsapp. A trigger fires from one place; an action lands in another.
Hubspot triggers
Whatsapp actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Not just Hubspot and Whatsapp. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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