Send documents after WhatsApp approval
A simple WhatsApp confirmation can move an agreement into signature collection.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Why this helps
Teams lose time checking chats before manually sending approved agreements.
- Removes manual send steps
- Acts only on explicit approval language
- Keeps recipients in Documenso
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Documenso once in Notis.
- 2Create an automation named Approved document distributor.
- 3Tell Notis to identify the referenced document and distribute it only after an explicit WhatsApp approval.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose where reports go and test with one real approval message.
Questions about this workflow
How does Notis identify the document?
Use a document ID or another unambiguous reference in the message or your instruction.
Can it avoid sending on casual messages?
Yes. Instruct Notis to require explicit approval wording and report ambiguous messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Documenso. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Delete Template
Tool to delete a template by ID.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Timelinesai and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.