Field Update: WhatsApp Template Status Verification
Never send an unapproved template. When a Salesforce field changes, Notis checks your WhatsApp template's approval status and alerts you if it's not ready.
Trigger
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Action
Get template status
Get the status and details of a specific message template. this is useful for checking if a template has been approved, rejected, or is still pending review.
Why this helps
You queue up a template campaign only to find the template is still pending approval. Delays cascade and you miss send windows.
- Catch unapproved templates before sending
- Avoid campaign delays
- Automate approval verification
- Stay compliant with WhatsApp rules
Setup
Build it in a few focused steps.
- 1Connect Salesforce and WhatsApp
- 2Create an automation: 'When a campaign or send field updates, check the status of our WhatsApp template and alert me if it's not approved'
- 3Notis queries WhatsApp and returns the approval status
- 4Test by updating a campaign field and checking for the status alert
Questions about this workflow
How long does template approval usually take?
1 minute to 24 hours, depending on WhatsApp's queue. Notis will tell you the current status.
What if the template is rejected?
Notis alerts you with the rejection reason. You can fix it and resubmit.
Can I trigger a resubmit if it's rejected?
Not automatically, but you can set up an automation to notify you so you can fix and resubmit quickly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Whatsapp. A trigger fires from one place; an action lands in another.
Salesforce triggers
Whatsapp actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or 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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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 Salesforce and Whatsapp. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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