Look up client folders from WhatsApp context
Turn client naming clues into a clear folder lookup without leaving the thread.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
Why this helps
Client document requests arrive in chat while folder discovery happens somewhere else.
- Keep client context attached to the lookup
- Return only folders that exist
- Reduce filing uncertainty
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and AlgoDocs in the Notis portal once.
- 2Create an automation named WhatsApp client folder lookup.
- 3Tell Notis to list AlgoDocs folders when a WhatsApp message mentions a client document, then identify plausible paths using only the returned hierarchy.
- 4Choose the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one client related message.
Questions about this workflow
Will it create a client folder if none exists?
No. It reports that no matching folder was found in the returned hierarchy.
Can it use client names from the message?
Yes. Notis can use the message context to organize the folder list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Algodocs. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
Connect any two apps with Notis in the middle.
Timelinesai and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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