Send Policy Renewal Reminders Through Botbaba
Make renewal outreach easier to start by turning an AgencyZoom renewal signal into a prepared WhatsApp template send.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send WhatsApp Template Message
Send a template message on WhatsApp.
Why this helps
Renewal reminders are easy to overlook when policy status and messaging live in separate tools.
- Reduce manual copy and paste for renewal outreach
- Use a prepared template for consistent messaging
- Keep renewal follow-up tied to AgencyZoom policy status
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Botbaba once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for renewal reminders.
- 3Tell Notis to use the renewal details from the incoming request and send the approved WhatsApp template through Botbaba.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real renewal example and confirm the intended template message is sent.
Questions about this workflow
Does this workflow create a WhatsApp template?
No. It sends a template message using the Botbaba action. The template must already exist and the full message JSON must be available to the automation.
What starts the workflow?
A Notis webhook starts the automation when it receives an HTTP request containing the renewal context.
What if renewal dates are not included in the request?
Notis can only use details returned by the connected apps or supplied in the request. Include the renewal context needed for the message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Botbaba. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Botbaba actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Cart Creation Shopify Webhook
Receive a cart creation webhook payload for forwarding.
Cart Update Shopify Webhook
Forward a cart update event.
Shopify Checkout Creation Webhook Receiver
Receive a checkout creation webhook event.
Checkout Update Shopify Webhook
Forward a checkout update event.
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Delete Contact
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Delete a conversation flow
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Connect any two apps with Notis in the middle.
Agencyzoom and Botbaba, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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