Get a WhatsApp reminder before content is due
See what is coming up before the publish date arrives, with a timely reminder sent to your WhatsApp audience or team.
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
A scheduled item can be ready in the CMS yet still need a last review, asset, or decision before its due date.
- Bring imminent publishing work to attention before the deadline.
- Use an approved template for messages outside the customer service window.
- Make the reminder reflect dates returned by Agility CMS.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to find content due soon using its available dates and send a reminder with an approved WhatsApp template.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real scheduled item and confirm the template status before sending.
Questions about this workflow
Can the workflow determine the publish date automatically?
Only if the date is available in the CMS data returned to Notis. Provide any required date rule in your instruction.
Does WhatsApp require an approved template?
Templates are required for marketing messages and messages sent outside the 24-hour window, and they must be approved before use.
What happens if no items are due soon?
Notis can report no matching items in the run report rather than send a reminder.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Whatsapp. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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