Check contract status from WhatsApp
Answer status questions without searching BoldSign by hand.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Clients ask whether a contract is signed, and the answer requires a separate document search.
- Give faster status answers
- Reduce repeated portal searches
- Keep follow ups tied to the right conversation
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and BoldSign in Notis once.
- 2Create an automation that matches the WhatsApp request to the relevant document and summarizes its status.
- 3Pick the TimelinesAI New WhatsApp Message Received trigger.
- 4Choose where lookup reports should be delivered.
- 5Test with a message that includes a document name or recipient.
Questions about this workflow
What if several documents match?
Tell Notis to report the possible matches and ask for clarification instead of guessing.
Can it check team documents?
Use a team document workflow when the document belongs to the team account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Boldsign. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Timelinesai and Boldsign, 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 Boldsign.