Create a signing link from WhatsApp
Give prospects a ready to use signing link while their intent is fresh.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
A prospect asks for a simple signing link, but the request waits in a busy inbox.
- Respond quickly to signing requests
- Keep link creation tied to the original chat
- Reduce manual document preparation steps
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and BoldSign in Notis once.
- 2Create an automation that identifies signing link requests and supplies the title and signer details.
- 3Pick the TimelinesAI New WhatsApp Message Received trigger.
- 4Choose a report channel for the generated link and status.
- 5Test with one WhatsApp message requesting an embedded signing link.
Questions about this workflow
What information must the message contain?
The automation needs enough context for the request title and signers, or you must provide missing details in the instruction.
Does this send the document automatically?
It creates the embedded request link so your chosen flow can present it to the signer.
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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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.