Confirm Boloforms signature requests on WhatsApp
Give signers a quick confirmation and a clear next step as soon as your workflow starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Signers may be unsure whether a document request went through, leading to avoidable follow-up.
- Reassure signers promptly
- Reduce status-check messages
- Keep the next step easy to find
Setup
Build it in a few focused steps.
- 1Connect Boloforms and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to send the signer a concise confirmation and next step using information supplied with the webhook.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and confirm the recipient and message are correct.
Questions about this workflow
Does Boloforms provide a trigger event for this workflow?
No Boloforms trigger event is listed here. A Notis webhook starts the automation when an HTTP request reaches it.
Can the webhook supply the recipient and request details?
Yes, include the recipient number and useful request context in the HTTP request. Notis can only use information supplied to it.
Can this message reach someone who has not messaged the WhatsApp number?
The Send message action is limited to recipients who have texted the WhatsApp number first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Whatsapp. A trigger fires from one place; an action lands in another.
Boloforms 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.
Boloforms and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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