Make support handoffs easier to answer
Give a support handoff a direct, contextual reply that shows which message it addresses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send reply
Send a reply to a specific message in a whatsapp conversation. this creates a contextual reply that shows which message you're responding to. note: the reply will be delivered to the recipient only if they have texted first.
Why this helps
When a customer issue spans CRM notes and chat, a reply can lose the context the customer needs.
- Tie the response to a specific WhatsApp message
- Use relevant CRM context without restating the whole history
- Keep support handoffs moving
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 support reply workflow.
- 3Tell Notis to use the incoming handoff, referenced WhatsApp message, and available Agile CRM context to draft a concise reply that addresses the issue.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real handoff and confirm the customer has texted your WhatsApp number first.
Questions about this workflow
What makes this a contextual reply?
The Send reply action responds to a specific message and shows which message it addresses.
Can Notis infer missing issue details?
No. The instruction should ask it to use only the handoff and CRM information available, and leave out unsupported claims.
Can this be used for a new WhatsApp conversation?
The listed action delivers only if the recipient has texted your number first.
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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