Connect Whatsapp to Agiled
When something happens in Whatsapp, Notis takes the next step in Agiled. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Whatsapp to Agiled
Turn WhatsApp Requests Into Agiled Tasks
Convert actionable customer or team messages into Agiled tasks with a clear summary and any deadline or priority stated in the message.
Log WhatsApp Support Issues in Agiled
Create an Agiled support ticket from an inbound WhatsApp message that reports a problem or asks for help.
Record WhatsApp Expense Notes in Agiled
Turn inbound WhatsApp expense notes into Agiled expense records when the message includes the amount and a clear business purpose.
Create Follow-Up Tasks From WhatsApp Replies
Turn a customer's interactive WhatsApp reply into an Agiled task when the selected response signals a clear next step.
Open Agiled Tickets From Support Menu Replies
Create an Agiled ticket when a customer chooses a WhatsApp support option that indicates they need help.
Track Failed WhatsApp Deliveries in Agiled
Create an Agiled task when a WhatsApp message status update indicates a delivery failure, so someone can investigate or follow up.
Flag Undelivered Support Replies as Agiled Tickets
Create an Agiled ticket when a WhatsApp status update shows that a support reply was not delivered and needs investigation.
Create Agiled Tasks for Rejected WhatsApp Templates
Create an Agiled task when a WhatsApp template status changes to rejected or flagged, with available review context for remediation.
Look Up Agiled Contacts for WhatsApp Messages
Search Agiled contacts using identifying details in an inbound WhatsApp message and return the available match context in the run report.
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Agiled. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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."
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Whatsapp and Agiled
Connect any two apps with Notis in the middle.
Whatsapp and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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