Give campaign contacts a simple next-step menu
Replace a long campaign follow-up with a short list of useful choices that contacts can select in WhatsApp.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Campaign follow-up can become repetitive when every contact needs a different next step.
- Present up to ten structured choices
- Make campaign follow-up easier to scan
- Use available campaign context to keep choices relevant
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the campaign review.
- 3Tell Notis which Agile CRM campaign cohort to review and what relevant choices to present in a WhatsApp list, using only available data.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real contact and confirm they have texted your WhatsApp number first.
Questions about this workflow
How many choices can the list contain?
The Send interactive list action supports up to ten options.
Can the menu send marketing outreach outside the service window?
The listed interactive list action is available only when the contact has texted your number first. For marketing messages and messages outside the 24-hour window, use an approved template action.
Will a selected option update Agile CRM?
This action sends the list. It does not capture the selection or update CRM records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Whatsapp. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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