Fix recipient details from WhatsApp
Correct signer information from the chat instead of reopening every agreement manually.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Update Document Recipient
Tool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.
Why this helps
Small recipient errors delay signatures and create avoidable rework.
- Reduces correction time
- Prevents avoidable delivery failures
- Keeps changes tied to the original conversation
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Documenso once in Notis.
- 2Create an automation named WhatsApp recipient correction.
- 3Tell Notis to update the named recipient only when the message includes a clear document reference and replacement details.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one real correction.
Questions about this workflow
What recipient properties can change?
Use the supported Documenso recipient properties such as name, email, role, signing order, or authentication options.
Can it infer which signer to edit?
Require a unique recipient reference and have Notis report ambiguity.
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.
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Webhook trigger
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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
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Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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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
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