Review Customer.io transactional templates from a WhatsApp request
Know which transactional templates are available before deciding how to follow up.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
List Transactional Messages
Tool to list all transactional message templates. use when you need to fetch available transactional messages.
Why this helps
When a request needs a transactional message, searching for the right template adds another interruption.
- Retrieve the available transactional templates for review.
- Keep template discovery close to the request that prompted it.
- Avoid assuming a suitable template exists when it has not been checked.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for template discovery.
- 3Tell Notis to retrieve Customer.io transactional message templates when a new message arrives and summarize which available templates may fit the request.
- 4Pick the New Message Received trigger and choose where run reports should go.
- 5Test with one real request and check the templates returned.
Questions about this workflow
Does this send a transactional email?
No. The available action lists transactional message templates. It does not send one.
Can this determine whether a template is legally appropriate?
It can summarize available template names and details returned by Customer.io. You should review the content and its intended use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Customerio. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Whatsapp and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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