Create a signature request from a WhatsApp conversation
When a deal is ready, ask Notis to prepare the right document and recipients from the conversation details provided to its webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Agreement details and signer information get lost between a WhatsApp chat and the document setup screen.
- Move a confirmed deal into document preparation without retyping the conversation.
- Use an existing Documenso template with the supplied recipients and prefills.
- Keep the workflow prompt focused on information actually present in the request.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use the supplied conversation details to create a document from the appropriate template with the specified recipients and prefills.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real example that includes the template, signer details, and required prefills.
Questions about this workflow
Does this start automatically when someone messages 2chat?
No. 2chat has no trigger events in this workflow package. A notis_webhook starts the automation when an HTTP request is sent to it.
What if the conversation does not include a signer email?
The prompt should ask Notis to flag the missing detail in its run report rather than assume an email address.
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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Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
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Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
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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