Send a Docnify signature request from WhatsApp
Capture signing requests 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 signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
Signature requests get buried in fast moving WhatsApp chats.
- Reduce manual copy and paste
- Keep signing requests moving
- Create a consistent handoff from chat to signature
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docnify once in Notis.
- 2Create an automation named WhatsApp signature request intake.
- 3Tell Notis to identify a clear request, confirm the document ID and send that Docnify document for signing.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose where run reports go, then test with one real message and document ID.
Questions about this workflow
What does Notis need from the message?
The message must clearly identify a document and indicate that it should be sent for signature.
Can it send without a document ID?
No. Notis should ask for or wait for a confirmed Docnify document ID.
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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