Connect agency performance findings to client follow-up
Use the performance information AgencyZoom returns to identify a concrete client follow-up and send it through WhatsApp where 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
Performance data can be reviewed without prompting any action, leaving client follow-ups disconnected from agency insights.
- Review performance data on a set schedule.
- Use agency-defined thresholds or priorities to identify follow-ups.
- Send template messages only with the client details and rules supplied.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and WhatsApp once in the Notis portal.
- 2Create an automation in Automations > New Automation and name it Performance Follow-Up.
- 3Tell Notis which AgencyZoom performance measures and thresholds to review, and what approved WhatsApp template follow-up to send to eligible clients.
- 4Choose a recurring schedule and report channel, then test with one real performance example.
Questions about this workflow
Can Notis determine performance trends without a baseline?
A comparison requires historical data or a baseline supplied by you. If AgencyZoom does not return it, provide it in your instruction.
Will it message every client tied to a metric?
Specify which measure, threshold, and client follow-up should apply. Notis can only act on data AgencyZoom returns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Whatsapp. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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