Remove signer authentication from WhatsApp
Apply approved signing changes without hunting through document settings.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Remove Document Authentication
Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.
Why this helps
A requested authentication change gets delayed because it requires a separate portal task.
- Process approved signing changes faster
- Keep the approval context with the action
- Reduce configuration mistakes
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and BoldSign in Notis once.
- 2Create an automation that acts only on explicit authorized requests and identifies the document.
- 3Pick the TimelinesAI New WhatsApp Message Received trigger.
- 4Choose a report channel for the action result.
- 5Test with one approved message naming the document.
Questions about this workflow
Can any WhatsApp message trigger this?
Configure the instruction to require an explicit authorized request and a matching document.
Will the report confirm the change?
Notis reports the BoldSign action result for review.
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.
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When this happens · Trigger
Do this · Action
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