Keep due opportunities from going quiet
Let a scheduled review surface prospects who need a next touch, then send an approved template suited to the conversation.
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
Follow-up dates are easy to miss when opportunity reviews compete with daily work.
- Review due opportunities on a consistent schedule
- Use an approved template for eligible outreach
- Reduce the mental load of remembering follow-up dates
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 scheduled opportunity review.
- 3Tell Notis which Agile CRM opportunity criteria and approved WhatsApp template to use, and ask it to skip records without a usable recipient or required context.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test against one real opportunity and confirm the template is approved before enabling the schedule.
Questions about this workflow
Why use a template?
WhatsApp templates are required for marketing messages and messages sent outside the 24-hour window. They must be approved before use.
Can Notis decide which opportunities are due?
State the due criteria in the instruction and rely only on dates and statuses available in Agile CRM. Supply any missing baseline yourself.
Does sending guarantee delivery?
Delivery depends on WhatsApp eligibility and the recipient's status. Check run reports and WhatsApp template status as 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
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.