Streamline Campaign Launch—Auto-Create Campaigns on Template Approval
Your WhatsApp template just got approved? Notis instantly creates the matching Salesforce campaign so you can launch outreach without switching windows.
Trigger
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
Founders manually create Salesforce campaigns after WhatsApp templates are approved, adding friction and delaying customer outreach.
- Campaigns are created and ready to send immediately after template approval.
- No manual Salesforce setup delays—launch outreach fast.
- Reduces friction in your customer communication workflow.
- All template-based campaigns are tracked in one place.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Salesforce to Notis via the portal (one-time setup).
- 2Tell Notis: 'When a WhatsApp template is approved, create a campaign in Salesforce with the template name' or build in Automations.
- 3Notis will automatically create the campaign with standard settings based on the template type.
- 4Select the 'Message Template Status Update' trigger and choose your notification channel.
- 5Test by submitting a template for approval and confirming a campaign is created when it's approved.
Questions about this workflow
Can Notis set specific campaign settings like budget or target audience?
Notis creates the campaign with basic settings. You can configure it to set description, status, and type based on the template content, then you customize audience in Salesforce.
What if I have multiple templates approved at once?
Each template approval triggers a separate campaign creation, so you'll have one campaign per approved template.
Can I link template rejections to update the campaign status?
Yes. You can configure Notis to pause a campaign if the template is rejected, so you don't accidentally launch unapproved messaging.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Salesforce. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Salesforce actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Whatsapp and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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