Make overdue invoice follow-up consistent
Review a defined overdue cohort and send a concise approved template that points customers to the next step.
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
Payment follow-up can be uncomfortable to write and easy to postpone when every reminder is manual.
- Use consistent reminder language
- Reduce time spent drafting routine follow-ups
- Include only billing details present in the CRM context
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 overdue invoice review.
- 3Tell Notis which overdue records to review, which approved WhatsApp template to send, and to omit any amounts or dates that are unavailable.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real record and confirm the template is approved and the recipient is eligible.
Questions about this workflow
Why does this workflow require an approved template?
Templates are required for marketing messages and messages sent outside the 24-hour window, and WhatsApp must approve them before use.
Will Notis calculate the outstanding balance?
Use only an amount available in Agile CRM or one you explicitly provide. The workflow should not guess missing financial details.
Can this repeat for the same invoice?
Set a rule for handling previously contacted records. If the available CRM data does not show message history, provide a process for tracking it.
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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