Give every new client request a place in Docupilot
When a WhatsApp request calls for a new client folder, send a webhook to Notis and let it create the folder in Docupilot.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Client setup gets delayed when someone has to stop a conversation, open Docupilot, and create a folder by hand.
- Create a client folder while the request is still fresh.
- Reduce the steps between a WhatsApp conversation and document setup.
- Use the client name supplied in the request instead of inventing missing details.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docupilot once in the Notis portal.
- 2Create an automation in Notis and describe the client folder outcome in one instruction.
- 3Choose a Notis webhook trigger and have the request sender include the client name in the webhook request.
- 4Choose where Notis should send run reports.
- 5Test with one real client request and confirm the folder appears in Docupilot.
Questions about this workflow
Does this run automatically on every 2chat message?
No. 2chat has no listed trigger event here. This workflow starts when a Notis webhook receives an HTTP request, such as one sent by a process handling a WhatsApp client request.
What if the client name is missing?
Tell Notis in the instruction to ask for the missing name or report that it cannot create the folder without it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docupilot. A trigger fires from one place; an action lands in another.
2chat triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
2chat and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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