Collect missing details with a quick reply
Make it simple for someone to provide the one detail that is holding things up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Incomplete submissions can create extra follow-up work and leave the next step unclear.
- Identify incomplete records during a routine review.
- Ask a focused question based on the missing information.
- Offer quick choices when they fit the situation.
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review incomplete records, identify the missing detail, and send an eligible contact a concise question with up to three buttons.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Test with one real incomplete record and confirm the recipient has texted your WhatsApp number first.
Questions about this workflow
Does this work if the missing detail is free text?
Buttons suit a small set of choices. For an open-ended answer, use a concise prompt and select an action suited to that conversation.
What information should be present in the records?
The data needs to show which required details are absent and include the contact recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApptiveGrid to Whatsapp. A trigger fires from one place; an action lands in another.
ApptiveGrid 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.
ApptiveGrid and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.