Welcome new users with an approved WhatsApp template
Use the right approved template for a welcome that needs to follow WhatsApp's template requirements.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
A welcome can be delayed when the team has to check whether a template is required and send it manually.
- Use a template for messages that require one.
- Keep recurring welcome wording consistent.
- Reduce manual checks before sending a welcome.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to send the approved welcome template you name when a Zendesk user is created, using available recipient details.
- 4Pick the Zendesk New User Created trigger and choose where run reports go.
- 5Test with one real example and confirm the template is approved and the recipient details are available.
Questions about this workflow
Can this send an unapproved template?
No. WhatsApp templates must be approved before they can be used.
When is a template required?
The action description says templates are required for marketing messages and messages sent outside the 24-hour window.
Does creating a user guarantee a WhatsApp number?
No. The event description does not guarantee the contact details needed for sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Whatsapp. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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