Send a BoldSign agreement from a WhatsApp lead
Move from verbal yes to signed agreement while the conversation is still active.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Promising WhatsApp leads get stuck while someone manually prepares and sends the contract.
- Reduce time between approval and signature
- Keep recipient details from the conversation in context
- Create a consistent contract handoff
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and BoldSign in Notis once.
- 2Create an automation and describe that qualified WhatsApp requests should trigger the correct BoldSign agreement.
- 3Pick the TimelinesAI New WhatsApp Message Received trigger.
- 4Choose where run reports should go.
- 5Test with one real conversation containing a clear request to proceed.
Questions about this workflow
How does Notis know which document to send?
Tell Notis the document choice rules in the automation instruction, or provide the document name in the message.
Can it send to more than one signer?
Yes, when the WhatsApp conversation provides the required recipient details.
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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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.