Monthly WhatsApp Template Inventory
You've built dozens of templates and lost track of what exists. This automation delivers your complete template library monthly--helping you understand what's live, what's pending, and what's orphaned.
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
You duplicate templates because you forgot you already created them. Or you need a specific template and can't find it in the chaos of your template list.
- Maintain visibility into your template library
- Spot duplicate or orphaned templates
- Identify templates ready for use
- Simplify template reuse and management
Setup
Build it in a few focused steps.
- 1Connect WhatsApp Business to Notis
- 2Create a cron automation: Every month, retrieve all my WhatsApp templates and send me a complete inventory
- 3Set the schedule to monthly (e.g., first Monday of the month)
- 4Specify the format: Include template name, status (Approved/Pending/Rejected), and creation date
- 5Choose your report destination
- 6Review the monthly inventory to clean up duplicates or unused templates
Questions about this workflow
Will I see template content too?
The inventory shows template names and metadata. For template content review, you'll review them in WhatsApp Business Manager directly.
Why do I need a monthly inventory?
Templates get lost, duplicated, or orphaned over time. A monthly snapshot helps you manage governance and spot cleanup opportunities.
Can I change the frequency?
Yes. Use every quarter or every 6 months if monthly feels too frequent. Weekly is available if you're actively creating templates.
What should I do with the inventory report?
Archive it for records, review for duplicates, and plan any template updates or retirements needed that month.
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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