Send Scheduled WhatsApp Follow-Ups for Acculynx Leads
Keep follow-ups moving with a scheduled review of lead context and an approved WhatsApp template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Remembering which leads need a follow-up competes with project work and can cause promising conversations to go quiet.
- Create a recurring prompt to review lead follow-up needs.
- Use an approved template suited to WhatsApp messaging requirements.
- Keep the follow-up decision tied to lead context available to Notis.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the follow-up routine.
- 3In one instruction, ask Notis to review available lead context and send the approved template to contacts due for follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real lead and verify the template is approved and the number is eligible.
Questions about this workflow
Does this workflow know which leads are overdue automatically?
Only if the lead history or follow-up due information is available to Notis through its Acculynx connection or supplied context. Otherwise, provide the needed criteria in the instruction or request.
Why use a template message?
WhatsApp templates are required for marketing messages and messages sent outside the 24-hour window. The template must be approved before use.
Will the message reach every contact?
Delivery depends on WhatsApp requirements, template approval, and the recipient's eligibility. Review results in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Whatsapp. A trigger fires from one place; an action lands in another.
Acculynx 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.
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.
Acculynx and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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