Find Docnify documents from WhatsApp
Get a quick document inventory without leaving the conversation.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Finding the right packet takes too many searches and tabs.
- Find packets faster
- Reduce duplicate searches
- Give stakeholders a concise inventory
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docnify once in Notis.
- 2Create an automation named WhatsApp list documents for client.
- 3Tell Notis to list Docnify documents and summarize the entries relevant to the request, using any names or context supplied.
- 4Pick the New WhatsApp Message Received trigger.
- 5Choose where reports go and test with one real inventory request.
Questions about this workflow
Can it filter by a client name?
Notis can use the name or context in the message when summarizing returned documents.
Does it modify documents?
No. This workflow only lists and summarizes documents.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
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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