Start the day with a focused signature follow-up list
See the next contract follow-ups in one concise WhatsApp message.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
Scattered follow-up notes make it hard to know which signer needs attention first.
- Put supplied follow-up items into one short checklist.
- Reduce the need to revisit multiple tools to find next actions.
- Start the day with a clear view of contract nudges.
Setup
Build it in a few focused steps.
- 1Connect Boldsign and WhatsApp once in the Notis portal.
- 2Create an automation by telling Notis the outcome or using Automations, New Automation in the portal.
- 3Tell Notis to summarize the Boldsign follow-up information provided to it and send a short WhatsApp checklist.
- 4Pick a recurring schedule, choose the report destination, and test with one real example.
Questions about this workflow
Can Notis find pending signatures on its own?
This workflow uses a Notis schedule. The contract follow-up information must be supplied to the automation or made available in its prompt context.
Will it send one message per signer?
Describe the desired format in your instruction. The schedule does not provide contract records by itself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Whatsapp. A trigger fires from one place; an action lands in another.
Boldsign triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Boldsign and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Whatsapp.