Follow up on aging records
Surface the records that need a nudge and send a short next-step message.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Open requests can go quiet when nobody has time to scan every record for inactivity.
- Review records for age and status on a recurring schedule.
- Use supplied timestamps or status details to decide which records need attention.
- Send a short follow-up without manually scanning every item.
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 find records meeting your stated age and status criteria, then send a concise WhatsApp follow-up when the recipient is eligible.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Test against one real stale record and confirm the contact has texted your WhatsApp number first.
Questions about this workflow
How does Notis know a record is stale?
The record data must include dates or history sufficient to apply the age rule you describe.
Can the workflow message anyone?
The send message action delivers only if the recipient has texted your WhatsApp number first.
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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