Find the right Agiled contact from WhatsApp
See the customer record behind a new WhatsApp conversation faster.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Why this helps
A new WhatsApp message often requires a manual contact search before anyone can respond confidently.
- Reduce CRM lookup time
- Give responders immediate context
- Avoid duplicate contact research
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Agiled once.
- 2Create an automation named WhatsApp contact lookup.
- 3Describe that Notis should search Agiled contacts using the sender details and summarize likely matches without creating records.
- 4Choose New WhatsApp Message Received as the trigger and select where reports should go.
- 5Test with a message from a known contact.
Questions about this workflow
Does this create a new contact?
No. This workflow only retrieves contacts with the Agiled Get Contacts action.
What if several contacts match?
Notis can list the possible matches and explain which details support each match.
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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