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Notis

Answer Docnify status questions from WhatsApp

Give a current answer without searching across tools.

Trigger

New WhatsApp Message Received

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

Action

Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

Why this helps

Status questions interrupt focus and require repeated app switching.

  • Answer with current metadata
  • Reduce context switching
  • Keep stakeholders informed

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Docnify once in Notis.
  • 2Create an automation named WhatsApp check document status.
  • 3Tell Notis to identify the confirmed document ID, fetch its Docnify state and summarize relevant metadata for the report.
  • 4Pick the New WhatsApp Message Received trigger.
  • 5Choose where reports go and test with one real status question.

Questions about this workflow

Does this send a message back automatically?

It fetches and summarizes the document for the selected Notis report channel.

What if no document ID is included?

Notis should request the identifier before fetching a document.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Docnify. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Docnify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Document Recipient

Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

ActionInstant

New WhatsApp Message Received

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

TriggerPolling

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

ActionInstant

Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

ActionInstant

Delete document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

ActionInstant

Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

ActionInstant

Get Template

Tool to fetch a specific template by its ID. Use to view a template's details and metadata.

ActionInstant

List Documents

Tool to list documents in the Docnify account.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Docnify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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