Keep email follow-ups moving in WhatsApp
When an important email lands, turn it into one clear next step in a WhatsApp conversation that is already open.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Important email requests can disappear beneath other work, especially when a fast follow-up would unblock a decision.
- Reduce manual copying between inbox and WhatsApp.
- Make the requested next step easier to act on.
- Send only to people who have already messaged your WhatsApp number.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, describe which emails merit a brief follow-up and how Notis should phrase it.
- 4Pick Agent mail's New Email Received trigger, choose a report channel, and test with one real example.
Questions about this workflow
Can this contact someone who has never messaged my WhatsApp number?
No. WhatsApp's Send message action delivers only if the recipient has texted your number first.
Can I decide which emails need a follow-up?
Yes. Describe the relevant requests and desired message in the automation instruction. Notis uses a prompt rather than field mapping.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Whatsapp. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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