Find Agiled contacts from WhatsApp messages
Check whether a new WhatsApp sender already exists in Agiled before starting a manual search.
Trigger
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.
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
Switching between a chat and a CRM to identify a sender interrupts quick customer follow-up.
- Reduce manual searching for existing contacts.
- Use sender or message details available in the event.
- Surface possible matches for a person to confirm.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search Agiled contacts using available identifying details from the inbound message and report likely matches without treating an uncertain match as confirmed.
- 4Pick WhatsApp New Message Received as the trigger and choose where run reports should go.
- 5Test with one real inbound message from a known contact and review the reported result.
Questions about this workflow
Will this create or update a contact?
No. The selected Agiled action retrieves contacts. The workflow can report matching contact details for review, but it does not create or update records.
What if the message has no reliable identifier?
The instruction should report that no reliable match could be found rather than guessing based on similar names.
When this happens · Trigger
Do this · Action
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.
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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