Follow up on Agiled invoices with scheduled WhatsApp reminders
Give overdue invoices a reliable follow-up routine using a WhatsApp template approved for business messaging.
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
Remembering which invoices need another nudge takes attention away from running the business.
- Create a predictable invoice follow-up rhythm.
- Reduce the need to remember each reminder manually.
- Use approved templates for business messaging outside the 24-hour window.
Setup
Build it in a few focused steps.
- 1Connect Agiled and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3In one instruction, describe which invoice situations should receive a concise reminder using an approved WhatsApp template.
- 4Choose a recurring schedule, select where run reports go, and test with one real invoice.
- 5Verify that the template is approved and that the needed invoice and recipient details are available to Notis.
Questions about this workflow
Does WhatsApp require a template for invoice reminders?
Templates are required for messages sent outside the 24-hour window and for marketing or utility messages. Use an approved template.
Does Agiled start this automation?
No Agiled trigger events are available here. The Notis recurring schedule starts it, and Notis can use information returned from Agiled as available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Whatsapp. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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