Find the right Documenso document from a chat request
Pass the identifiers or search context from a status question to Notis and get matching Documenso documents back for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
Answering a quick status question can turn into a detour through a document list and a search for the right record.
- Shorten the search for a document mentioned in a chat handoff.
- Return a paginated list that can support a follow-up action.
- Surface ambiguous searches for human review.
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 describe the lookup outcome.
- 3Tell Notis to find Documenso documents matching the supplied request context and summarize likely matches.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real lookup using a known document identifier or search detail.
Questions about this workflow
Does this workflow send a status message back to WhatsApp?
No. It finds documents and reports the results through the chosen Notis run-report channel.
What if several documents match?
Have the prompt list the plausible matches and request more identifying information rather than select one without enough context.
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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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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