Use approved templates for ticket updates that need them
Keep a ticket acknowledgment ready for cases where WhatsApp requires an approved template.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Teams can miss the right moment to communicate when they need to check template approval before sending an update.
- Use an approved template for eligible ticket updates.
- Keep the customer message consistent.
- Avoid manually checking template readiness for each ticket.
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 ticket update template you name when a new ticket arrives and template messaging is needed.
- 4Pick the Zendesk New Zendesk Ticket trigger and choose where run reports go.
- 5Test with one real example and verify the template status and recipient.
Questions about this workflow
Does the event tell Notis whether a message is outside the 24-hour window?
The event description does not include that information. Supply the relevant context or use this only where template messaging is known to be appropriate.
Can this send a template that is pending review?
No. Templates must be approved by WhatsApp before they can be used.
Does this action guarantee delivery?
The action sends a template message, but the listed details do not guarantee delivery to any particular recipient.
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.