Get the signed PDF when a chat handoff asks for it
When someone needs the completed agreement, pass the document context in a webhook request and have Notis retrieve the signed PDF.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Why this helps
A request for the final agreement can lead to another manual hunt through Documenso.
- Reduce the time spent finding a completed agreement.
- Tie the retrieval request to an identified document.
- Keep the outcome visible through run reports.
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 name the signed-file retrieval workflow.
- 3Tell Notis to download the signed PDF for the specified Documenso document when the request asks for the completed file.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one document that has been signed and finalized.
Questions about this workflow
Can this retrieve a document that is still awaiting signatures?
This action is for retrieving the finalized PDF after signing. Use a different workflow for pending documents.
Does this workflow attach the PDF to a WhatsApp reply?
No. It downloads the signed document in Documenso; the workflow description should not assume a WhatsApp send action.
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
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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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