Refresh prospect context before your next follow-up
Reconnect with a prospect using what has changed since your last review.
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
Old research can make a follow-up feel generic or miss a relevant company update.
- Use new company news or signals to make a follow-up more current.
- Ask Notis to flag when no meaningful update is available.
- Send through an approved template when required.
Setup
Build it in a few focused steps.
- 1Connect Akta and WhatsApp once in the Notis portal.
- 2Create an automation named Stale Prospect Research Refresh.
- 3Tell Notis which prospects to revisit, what counts as a meaningful new update, and to send a concise approved template follow-up only when that condition is met.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real prospect and an eligible WhatsApp contact.
Questions about this workflow
Can Notis compare with our previous research?
Provide the prior context or another accessible baseline in your workflow. The listed Akta capabilities do not specify historical snapshots.
What happens when there is no new information?
Instruct Notis to skip the message and report that no meaningful update was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Akta to Whatsapp. A trigger fires from one place; an action lands in another.
Akta 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.
Akta and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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