Answer WhatsApp billing questions with invoice context
Find the right invoice before replying to a billing question.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Invoices
Tool to retrieve a list of all invoices from agiled. use after obtaining valid api credentials.
Why this helps
Billing questions require searching invoice records while the customer waits in chat.
- Shorten billing response time
- Reduce invoice lookup mistakes
- Keep customer replies grounded in records
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Agiled once.
- 2Create an automation named WhatsApp invoice lookup.
- 3Tell Notis to retrieve likely Agiled invoices for billing questions using sender and message details, then summarize relevant fields.
- 4Select New WhatsApp Message Received and choose where reports go.
- 5Test with a real billing question.
Questions about this workflow
Can it confirm payment status?
It can summarize the payment information returned by Agiled and identify when the record is unclear.
Does it send a reply to WhatsApp?
No. It provides invoice context for your next response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Agiled. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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Connect any two apps with Notis in the middle.
Timelinesai and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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