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Notis

Scheduled Template Creation

You batch-create templates monthly. Automate the submission process. Schedule this automation to create and submit new WhatsApp templates at the right moment--one less manual step.

Trigger

Recurring schedule

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

Action

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.

Why this helps

Creating templates is tedious. You write them in a doc, copy them to WhatsApp Business Manager, wait for approval. Batching doesn't help much if submission is still manual.

  • Batch create and submit templates automatically
  • Standardize template naming and structure
  • Ensure templates are submitted at optimal times
  • Reduce manual template admin work

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp to Notis
  • 2Prepare your template specifications (write them as a list or doc)
  • 3Create a cron automation: Every first Friday of the month, create new WhatsApp templates for my Q3 campaigns
  • 4Specify the templates in your prompt with exact text and category: Create: Marketing template - Q3 promotion (template text: ...), Transactional template - Order confirmation (template text: ...)
  • 5Set the schedule
  • 6Notis submits them to WhatsApp for approval; track approval status via the Template Status audit automation

Questions about this workflow

Do I list all templates in the prompt?

Yes, or reference a document. Describe them plainly: Create these templates: 1) Welcome message, 2) Promotional offer, 3) Order status update. Include the exact text.

What's the approval timeline after submission?

WhatsApp typically approves or rejects within 24-48 hours. Use the Template Status audit to monitor progress.

Can I schedule this more frequently?

Yes, but templates need 24-48 hours to approve. Weekly submissions are reasonable; daily might not be worth it.

Can I edit templates after creation?

You can edit templates in WhatsApp Business Manager before they're approved. After approval, you need to resubmit with changes, which triggers a new approval review.

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

TriggerInstant

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.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get phone number

Get details of a specific phone number associated with a whatsapp business account.

ActionInstant

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

ActionInstant

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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