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Notis

Extend a signing deadline from WhatsApp

Keep a deal moving when a signer needs a little more time.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Why this helps

Deadline extension requests sit in chat while documents approach expiry.

  • Prevent avoidable document expiry
  • Capture extension requests immediately
  • Reduce manual deadline updates

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and BoldSign in Notis once.
  • 2Create an automation that identifies a deadline extension request and determines the document and new date.
  • 3Pick the TimelinesAI New WhatsApp Message Received trigger.
  • 4Choose a report channel for the extension result.
  • 5Test with one real request that names the document and desired timing.

Questions about this workflow

Can Notis invent a new expiry date?

No. The message or your automation instruction must provide the required date or rule.

What happens if the document is already expired?

The report will surface the action result so you can handle any BoldSign restriction.

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.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Create Custom Field

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

ActionInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

List Behalf Documents

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

ActionInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

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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