Share the signed document in WhatsApp
Deliver the completed document in the conversation where it is needed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send media
Send a media message to a whatsapp number. note: the media will be delivered to the recipient only if they have texted first.
Why this helps
After a contract is signed, manually finding and sharing the document adds another handoff.
- Send a supplied document link as WhatsApp media.
- Close the document handoff after a signing milestone.
- Reduce manual copy and share steps.
Setup
Build it in a few focused steps.
- 1Connect Boldsign and WhatsApp once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to send the supplied signed document as media when a webhook reports completion.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real document URL and confirm the recipient has texted your WhatsApp number first.
Questions about this workflow
Does the workflow fetch the signed PDF from Boldsign?
The source description supports fetching signed PDFs through an MCP or direct API, but this package has no Boldsign trigger event. The webhook must supply the usable media URL or document.
Can the file be delivered to any WhatsApp number?
The Send media action delivers only if the recipient has texted your WhatsApp number first.
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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