Follow up on Typeform submissions with an approved template
Prepare an approved template for form follow-ups that need to reach people outside the usual reply window.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
A useful follow-up can be delayed when a regular WhatsApp message is not eligible for delivery.
- Use approved templates for eligible follow-ups
- Keep follow-up language consistent
- Reduce uncertainty about out-of-window messaging
Setup
Build it in a few focused steps.
- 1Connect Typeform and WhatsApp once in the Notis portal.
- 2Create an approved WhatsApp message template before setting up the automation.
- 3Create an automation in Automations, New Automation, and tell Notis which approved template to send after a new form response.
- 4Pick Typeform New Form Response as the trigger and choose where run reports should go.
- 5Test with one real example and confirm the template is approved and suitable for the intended message.
Questions about this workflow
Can I use any text as a template?
No. WhatsApp templates must be approved before they can be used. Create and confirm an approved template first.
Does this guarantee delivery?
The action sends a template message, but delivery depends on WhatsApp requirements and the recipient's status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Whatsapp. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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