Automated Onboarding via WhatsApp Templates
Use WhatsApp templates for reliability. When new contacts arrive in Hubspot, they immediately receive your pre-approved onboarding template--working within WhatsApp guidelines and your approval window.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
You need to onboard fast, but WhatsApp template approval delays create friction. Manually sending templates to new contacts adds busywork.
- Send approved templates instantly
- Ensure message compliance with WhatsApp policies
- Standardize onboarding across all new contacts
- Free up mental load on message composition
Setup
Build it in a few focused steps.
- 1Ensure Hubspot and WhatsApp are connected to Notis
- 2Create or identify the WhatsApp template you want to use (it must already be approved)
- 3Create an automation in Notis with the prompt: Send my onboarding template to every new Hubspot contact on WhatsApp
- 4Set Contact Created as the trigger
- 5Specify which WhatsApp template by name or reference in your prompt
- 6Run a test with a new contact to confirm delivery
Questions about this workflow
Do I need templates pre-approved?
Yes. WhatsApp requires templates to be approved before sending. Create or retrieve your template first, wait for approval, then set up this automation.
Can I send multiple templates in sequence?
This single automation sends one template. For a multi-message sequence, create multiple automations with different triggers or use a webhook-based workflow.
What happens if my template is rejected?
The automation will fail. Resubmit your template for approval, make sure it complies with WhatsApp guidelines, then retry.
Can I personalize the template message?
WhatsApp templates have fixed text, but you can include dynamic variables (like {{first_name}}) if your template supports them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Whatsapp. A trigger fires from one place; an action lands in another.
Hubspot triggers
Whatsapp actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
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.
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When this happens · Trigger
Do this · Action
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