Review Agiled deals from new WhatsApp leads
Respond to leads with the latest deal context already in your CRM.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Why this helps
Sales conversations start in WhatsApp while deal history remains somewhere else.
- Speed up lead responses
- Reduce duplicate CRM research
- Surface deal history at the right moment
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Agiled in Notis.
- 2Create an automation named WhatsApp deal context.
- 3Tell Notis to retrieve relevant Agiled deals for messages that indicate an active sales conversation and summarize matching records.
- 4Select New WhatsApp Message Received and choose a report destination.
- 5Test with one real lead message.
Questions about this workflow
Will every WhatsApp message trigger a deal lookup?
You can instruct Notis to run the lookup only for messages that indicate buying intent or an existing opportunity.
Can it summarize multiple deals?
Yes. Ask for a concise comparison and a note when no confident match exists.
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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Webhook trigger
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New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
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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.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
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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