Stay on Top of Templates—Auto-Create Task on Rejection
WhatsApp template rejected? Notis instantly creates a task in Salesforce so you can fix and resubmit without forgetting.
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
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Rejected WhatsApp templates are forgotten because they don't trigger any Salesforce action, delaying customer outreach campaigns.
- Template rejections never get lost—every rejection creates a task.
- Faster time-to-resubmit because it's a trackable action item.
- Compliance is visible in Salesforce alongside sales activities.
- Reduces campaign delays due to forgotten template issues.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'When a WhatsApp template is rejected, create a task in Salesforce to review and fix it' or build in Automations.
- 3Notis will create a task with the template name and rejection reason in the task description.
- 4Select the 'Message Template Status Update' trigger and choose your notification channel.
- 5Test by rejecting a template in WhatsApp (or using sandbox) and verifying the task appears in Salesforce.
Questions about this workflow
Can the task include the rejection reason from WhatsApp?
Yes. Notis captures the rejection reason from WhatsApp and includes it in the task description so you know what to fix.
Can I set a due date based on the rejection type?
Yes. You can configure different due dates for policy violations (urgent) vs. formatting issues (normal priority).
Can I assign the task to a specific team member?
Yes. You can assign it to the person who owns template management, or to the campaign owner.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Salesforce. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Salesforce actions
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
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
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.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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