Send a WhatsApp template after an Agile CRM handoff
When a handoff calls for a templated message, send the prepared message with the right customer context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send WhatsApp Template Message
Send a template message on WhatsApp.
Why this helps
A needed customer message can be delayed while someone locates the template and copies its full payload.
- Use the Botbaba template message action for a prepared WhatsApp template.
- Keep the handoff context attached to the message request.
- Reduce time spent finding and re-entering template details.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Botbaba once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the approved handoff condition and message intent.
- 3Tell Notis to use the incoming request and the full message JSON copied from the Botbaba Template UI to send the template message.
- 4Choose a webhook trigger and a report destination.
- 5Test with one real, approved message example and verify the recipient and payload.
Questions about this workflow
Where does the template JSON come from?
Copy the full message JSON from the Botbaba Template UI, as required by the send action.
Does Agile CRM trigger this directly?
No Agile CRM trigger event is listed. An HTTP request to the Notis webhook starts the automation and should include the needed handoff context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Botbaba. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Botbaba actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Agile CRM and Botbaba, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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