Find the right Docmosis template from WhatsApp
Give chat based requests a fast answer about which templates are available.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Docmosis: List Templates
Tool to list all templates available in the environment. Use when you need to retrieve template names, optionally filtered by folder with pagination support.
Why this helps
People ask whether a template exists, then someone has to leave chat and search a separate catalog.
- Answers availability questions quickly
- Reduces duplicate template creation
- Returns names the requester can use
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docmosis once in the Notis portal.
- 2Create an automation that searches the Docmosis template list based on the new WhatsApp message and summarizes likely matches.
- 3Pick the New WhatsApp Message Received trigger.
- 4Choose where reports should go.
- 5Test with a message asking for a specific document type.
Questions about this workflow
Can the workflow create a missing template?
No. It can list available templates and identify that no match was found.
Can it search a folder?
Tell Notis to use the folder context included in the request when the available list action supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docmosis. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
Timelinesai and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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