Prepare a reusable WhatsApp welcome template
Create a consistent welcome template for the new user journey and check its approval before using it.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
Teams can spend time repeating the same welcome copy or discover too late that a reusable message needs approval.
- Prepare reusable welcome wording for review.
- Keep future new user messaging consistent.
- Make template approval part of the setup plan.
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 create the welcome template with the exact copy and category you provide when Zendesk creates a user.
- 4Pick the Zendesk New User Created trigger and choose where run reports go.
- 5Test with one real example and check the template submission result before using it.
Questions about this workflow
Does creating the template mean it is ready to send?
No. WhatsApp must approve templates before they can be used.
Is creating a template for every new user useful?
This is intended for preparing a reusable template, not repeated creation per user. For production, create the template once as a setup task and use the Send template message action for sending.
Does the listed event or action submit a category automatically?
The action description does not specify categories or approval steps beyond creating a template. Provide the needed template details and review the result.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.