Answer policy status questions with context
Bring the relevant AgencyZoom policy details into a focused WhatsApp reply, tied to the customer's original message.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send reply
Send a reply to a specific message in a whatsapp conversation. this creates a contextual reply that shows which message you're responding to. note: the reply will be delivered to the recipient only if they have texted first.
Why this helps
Answering a status question often means switching between the conversation and the policy system to find the right context.
- Look up policy status in AgencyZoom as part of a single response flow.
- Reply in context to the specific WhatsApp message.
- Reduce the time spent switching between client records and conversations.
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 Policy Question Reply.
- 3In one instruction, ask Notis to use the webhook's conversation context to find the client's AgencyZoom policy status and send a concise contextual reply with only the available details.
- 4Choose a webhook trigger and report channel, then test with one real inquiry.
Questions about this workflow
What should the webhook include?
Include enough message and conversation context for Notis to identify the customer and the message to reply to.
Can this reply to someone who has not contacted the business?
A WhatsApp reply is delivered only if the recipient has texted first. This workflow is intended for incoming inquiries.
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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