Turn WhatsApp PDF intake into a Docuseal submission
When a document and signer details arrive through chat, start the signature workflow without re-entering the request elsewhere.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Why this helps
PDF signature requests arrive in chat, leaving someone to track down the file and re-enter the submission details.
- Start a one-off signature workflow from a WhatsApp intake.
- Use the PDF and signer details supplied with the request.
- Reduce manual re-entry for straightforward document requests.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docuseal once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create a Docuseal submission from the supplied PDF and signer details, and to report missing files or recipient information before proceeding.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real intake containing an available PDF and the intended signer details.
Questions about this workflow
Does this work if the chat message has no PDF?
The action requires a PDF file. Ask Notis to report missing files and avoid creating a submission when the PDF is not available.
Can it send a WhatsApp reply to the signer?
This workflow only creates a Docuseal submission. It does not send a WhatsApp message or guarantee that the submission is delivered.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docuseal. A trigger fires from one place; an action lands in another.
2chat triggers
Docuseal 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 Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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