Automated Weekly Template Compliance Audit

Templates go missing and you don't know. This automation checks the status of all your WhatsApp templates every week, flagging rejected or pending approvals so you can act fast.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Whatsapp logo

Action

Get template status

Get the status and details of a specific message template. this is useful for checking if a template has been approved, rejected, or is still pending review.

Why this helps

You create templates and forget to monitor their approval status. Months later, you think a template is live when it's actually rejected, and campaigns fail silently.

  • Catch rejected templates before they're needed
  • Never rely on unapproved templates
  • Maintain template compliance automatically
  • Reduce manual compliance monitoring

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp to Notis
  • 2Create a cron automation: Every week, check the approval status of all my WhatsApp templates and report any that are rejected or pending
  • 3Set the schedule to weekly (e.g., Monday morning)
  • 4Choose your notification channel (email, Telegram, Slack, WhatsApp) for the audit report
  • 5Notis will send you a summary of template statuses each week
  • 6When you see rejected templates, resubmit them or adjust their content

Questions about this workflow

How detailed is the audit report?

You get a summary listing each template name, approval status, and rejection reason if applicable. Focus on rejected templates and resubmit them.

Can I audit more frequently than weekly?

Yes. Specify every 3 days or daily in your cron automation if needed. Daily might be overkill unless you're submitting templates rapidly.

What counts as rejected vs. pending?

Pending templates are waiting for WhatsApp review. Rejected templates failed review (usually due to policy violations). Pending templates will eventually resolve; rejected ones need revision.

Do I need to manually resubmit rejected templates?

Yes. Notis reports the problem and reason; you fix the template content and resubmit it through WhatsApp Business Manager.

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 logo

Hubspot triggers

Whatsapp logo

Whatsapp actions

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get phone number

Get details of a specific phone number associated with a whatsapp business account.

ActionInstant

Get phone numbers

Get all phone numbers associated with a whatsapp business account (waba).

ActionInstant

Connect any two apps with Notis in the middle.

Not just Hubspot and Whatsapp. Any combination from 985+ integrations.

When this happens · Trigger

Do this · Action

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