Keep Apollo opportunities moving with WhatsApp
A scheduled review can surface opportunities that need a nudge and prepare a compliant WhatsApp follow-up.
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
When follow-up depends on remembering which opportunities have gone quiet, useful conversations slip through the cracks.
- Review Apollo opportunities on a predictable schedule.
- Reduce manual checking and message preparation.
- Use approved templates and respect contact consent and messaging eligibility.
Setup
Build it in a few focused steps.
- 1Connect Apollo and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the scheduled follow-up.
- 3In one instruction, describe which Apollo opportunities to review and when an eligible contact should receive an approved WhatsApp template.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real opportunity and confirm the contact is eligible before sending.
Questions about this workflow
Does this workflow know which opportunity is stale?
Tell Notis in the instruction how to identify follow-up candidates using information available in Apollo. If you need a follow-up interval or baseline that Apollo does not provide, supply it in your instruction.
Can this send outside the WhatsApp conversation window?
Use an approved template when required for messages outside the 24-hour window, and contact only people who are eligible to receive it.
Will the schedule create a WhatsApp template?
No. The action sends a template message. Have an approved template available before the workflow runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Whatsapp. A trigger fires from one place; an action lands in another.
Apollo 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.
Apollo and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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