Give every new WhatsApp lead a clear next step
A consistent, approved template can help a new lead know what information or action comes next.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
New enquiries can sit unanswered while you switch between conversations and other priorities.
- Respond consistently to new enquiries.
- State one useful next step.
- Reduce the chance a lead waits without acknowledgement.
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead follow-up.
- 3Tell Notis to send the most relevant approved lead follow-up template and include a clear next step when supported.
- 4Choose the new WhatsApp message trigger and a report channel.
- 5Test with one real lead enquiry and review the run report.
Questions about this workflow
What if no matching template is approved?
Instruct Notis to skip sending and report that no suitable approved template was available.
Can templates be used for marketing messages?
The action description says templates are required for marketing messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Whatsapp. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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