Use a Todoist task to send an approved WhatsApp template
For a planned business message, let the task carry the context and use a WhatsApp-approved template for delivery.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
A planned message can be delayed while you check which template is approved and then send it manually.
- Use a template for messages that require one under WhatsApp rules.
- Keep planned outreach tied to the task that prompted it.
- Reduce manual steps for repeatable business messages.
Setup
Build it in a few focused steps.
- 1Connect Todoist and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to build from any channel.
- 3In one instruction, specify which new tasks qualify, the recipient, and the approved WhatsApp template to use; provide any missing details.
- 4Choose Todoist's New Task Created trigger and select where run reports should go.
- 5Test with one real task and a template that is approved and available in the WhatsApp business account.
Questions about this workflow
Can this send a template that is still pending approval?
No. The template must be approved by WhatsApp before it can be used.
When is a template needed?
WhatsApp templates are required for marketing messages and messages sent outside the 24-hour window. Follow the rules that apply to your message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Whatsapp. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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