Bring open quotes back into view
Let Notis scan your AgencyZoom sales follow-ups and prepare a timely WhatsApp nudge for eligible clients.
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
Quotes can go quiet when follow-up depends on someone remembering to revisit each record.
- Review open sales records on a repeatable schedule.
- Send eligible outreach using approved WhatsApp templates.
- Reduce manual list checking for quotes needing attention.
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 Quote Follow-Up.
- 3Tell Notis to review AgencyZoom sales records for quotes needing a follow-up and send an approved WhatsApp template using the available record details.
- 4Choose a recurring schedule and report channel, then test with one real quote.
Questions about this workflow
How does Notis know a quote is stale?
Tell Notis what follow-up timing to use. It can only assess timing if the relevant date or history is returned by AgencyZoom.
Can I use a regular WhatsApp message?
For business-initiated outreach outside the 24-hour window, use an approved template. Other WhatsApp messages require the recipient to have texted first.
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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