Check the Docupilot account when template status changes
Keep account context close when your WhatsApp template review status changes.
Trigger
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.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
Operational changes arrive through different tools, leaving account context unclear when you need to follow up on document work.
- Retrieve the connected Docupilot user's account details when a template status update arrives.
- Keep the event and account context together in a run report.
- Reduce context switching during template review follow-up.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe that a WhatsApp template status change should prompt Notis to retrieve the authenticated Docupilot user details and include the event context in its report.
- 4Choose the WhatsApp Message Template Status Update trigger and select where run reports go.
- 5Test with one real template status update.
Questions about this workflow
Does this change a WhatsApp template or Docupilot document?
No. The trigger reports a template review status change, and the Docupilot action retrieves authenticated user details.
Can it tell me why a template was rejected?
Only if that reason is present in the event data. The trigger description guarantees a status change, not a reason.
Will this trigger poll WhatsApp for updates?
The template status event is described as a review status change trigger. The separate message status event is webhook-only and cannot directly poll the WhatsApp API.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docupilot. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
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
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
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 Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Connect any two apps with Notis in the middle.
Whatsapp and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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