Start renewal conversations before they become urgent
Use a recurring review to surface upcoming renewals and send a simple check-in while there is time to talk.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Renewal dates can pass unnoticed when they live among many pipeline tasks and customer records.
- Bring upcoming renewal dates into a repeatable review
- Make the first check-in short and easy to respond to
- Reduce manual scanning of customer records
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 renewal check-in.
- 3Tell Notis what renewal window to review and to send one brief WhatsApp check-in using only available CRM details.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real renewal record and confirm the contact has texted your WhatsApp number first.
Questions about this workflow
What renewal window will this use?
Set the window in your instruction. Notis can use only renewal dates Agile CRM provides or values you supply.
Will this send a message every time the schedule runs?
Specify how to identify records that have already been contacted. If Agile CRM does not expose that history, supply an appropriate rule or track it separately.
Can this message be sent outside the 24-hour window?
The Send message action delivers only if the recipient has texted your number first. Outside the 24-hour window, use an approved WhatsApp template.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Whatsapp.