Keep selected lead follow-ups moving on schedule
Let a recurring check surface the right researched prospects and handle an approved WhatsApp follow-up when the contact is eligible.
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
Follow-up reminders compete with everything else on a founder's calendar.
- Review a defined set of prospects without opening multiple tools.
- Send a template suited to messages outside WhatsApp's 24-hour window.
- Use a recurring schedule to reduce forgotten follow-ups.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to review the AeroLeads prospects you designate for follow-up and send the approved template only to contacts confirmed as eligible and consented.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect and confirm the template is approved.
Questions about this workflow
Does AeroLeads provide a follow-up due date automatically?
The listed AeroLeads capabilities do not specify a follow-up date field. Supply the selection or timing criteria in your prompt or lead data.
Will the schedule send to every prospect?
The instruction should define which prospects to consider and require confirmed consent and eligibility before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Whatsapp. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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