Package WhatsApp lead documents into one ZIP
Prepare a clean review bundle when several WhatsApp leads arrive together.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Why this helps
Reviewing several lead documents one by one creates extra downloads and scattered files.
- Bundle a batch for one review pass
- Keep lead documents together
- Reduce repetitive document handling
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docugenerate.
- 2Create an automation named WhatsApp lead document bundle.
- 3Tell Notis to use the received lead data to generate the requested documents as a ZIP.
- 4Choose New WhatsApp Message Received as the trigger or send a webhook containing the batch.
- 5Select a report channel and test with one small batch.
Questions about this workflow
When is ZIP generation useful?
It is useful when several document outputs should be downloaded and reviewed together.
How does Notis receive multiple leads?
Provide the batch in the webhook payload or in the context available to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docugenerate. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Timelinesai and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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