Put the confirmed visit location in the customer chat
Send a location card from the handoff so the customer can find the agreed meeting point.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send location
Send a location message to a whatsapp number. note: the location will be shared with the recipient only if they have texted first.
Why this helps
Customers can miss an address buried in a CRM note or a long message thread.
- Share a location in a phone-friendly format
- Reduce confusion about the agreed meeting point
- Use only confirmed location details
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 visit location workflow.
- 3Tell Notis to send the confirmed location from the incoming handoff or Agile CRM context, and to skip the send if the location is missing or ambiguous.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one confirmed visit and verify the location before sending; the recipient must have texted your number first.
Questions about this workflow
Can this create or look up an address?
The listed action sends a location. Use a confirmed location included in the handoff or CRM context; do not rely on guessed coordinates.
Will the recipient receive it without contacting us first?
No. The Send location action delivers only if the recipient has texted your number first.
Can it add directions or a note?
This action sends the location. Include any useful written context in a separate message workflow if needed.
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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