Send the document when the WhatsApp approval arrives
Make the handoff from verbal approval to a signing request deliberate: have Notis distribute the identified document when the webhook carries the agreed approval.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Why this helps
A clear yes in a chat can still leave someone needing to find the document and send it manually.
- Reduce the delay between approval and sending a prepared document.
- Use a defined approval phrase or signal supplied in the webhook request.
- Send run reports to a channel where exceptions are easy to spot.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name that makes the approval condition clear.
- 3Tell Notis to distribute the identified Documenso document only when the request includes the agreed approval signal.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one approved request and confirm the document ID and approval signal are present.
Questions about this workflow
Can Notis infer an approval from any positive-sounding message?
Define the approval signal in the automation prompt and provide it in the webhook request. Avoid relying on ambiguous wording.
Does this create the document too?
This workflow distributes an identified existing document. Use a separate document-creation workflow if you need to instantiate a template first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Documenso. A trigger fires from one place; an action lands in another.
2chat triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
2chat and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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