Find Documenso agreements from WhatsApp
Get the relevant agreement identified before taking the next signing action.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
Searching by memory across document lists slows down urgent customer replies.
- Reduces search effort
- Returns a concrete document reference
- Prepares safer downstream actions
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Documenso once in Notis.
- 2Create an automation named WhatsApp agreement finder.
- 3Tell Notis to find documents matching the exact identifiers in the message and report candidates when more than one matches.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one real lookup request.
Questions about this workflow
Does this send or change anything?
No. This workflow only finds and reports matching documents.
What identifiers work best?
Use a document ID, exact title, or another unique identifier available in Documenso.
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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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.
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Find Documents V2
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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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No card. Works with personal or business Documenso.