Confirm Appointments Before They Arrive
Send the details customers need while there is still time to plan.
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
Appointment details can get missed when confirmation depends on someone remembering to send it manually.
- Review upcoming appointment tasks on a schedule.
- Send a consistent confirmation using an approved template.
- Reduce manual appointment follow-up.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and WhatsApp once in the Notis portal.
- 2Create an automation in Automations > New Automation and give it a name.
- 3Tell Notis to find upcoming appointment tasks and send the appropriate approved WhatsApp confirmation template to the associated customer.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real appointment and verify the template is approved.
Questions about this workflow
What appointment details can be included?
Use details available in the task or CRM record. If the record does not contain a detail, provide it in the automation input.
Why use a template?
Templates are required for messages outside the 24-hour window and for marketing or utility messages. The template must be approved before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Whatsapp. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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