Keep policy renewals from slipping through the cracks
Turn upcoming renewals in AgencyZoom into timely WhatsApp template reminders, with a run report for your team.
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
Renewal dates are easy to miss when they live in a client system that is not checked consistently.
- Surface upcoming renewals on a consistent schedule.
- Use approved templates for outreach outside WhatsApp's 24-hour conversation window.
- Review each run in your chosen report channel.
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 Renewal Reminders.
- 3Prompt Notis to review AgencyZoom policies approaching renewal and send an approved WhatsApp template reminder using the available client and policy details.
- 4Choose a recurring schedule, select a report channel, then test with one real policy example.
Questions about this workflow
Can this send a reminder if the customer has not messaged first?
Use a WhatsApp-approved template for eligible business-initiated messages. WhatsApp controls template approval and delivery.
What renewal information will Notis use?
Notis can use policy and client details returned by AgencyZoom. Specify any renewal window or wording requirements in your instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.