Create Documenso signature requests from WhatsApp
Capture a signing request in WhatsApp and let Notis prepare the right Documenso document.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Important signing requests get buried in fast moving WhatsApp conversations.
- Reduces copy and paste from chats
- Starts agreements from a consistent template
- Keeps a clear audit trail of the request
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Documenso once in Notis.
- 2Create an automation named WhatsApp to Documenso request.
- 3Tell Notis to create a document from the matching template when a message includes document, signer, and approval details.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose a report channel, then test with one real message.
Questions about this workflow
Can this use a specific Documenso template?
Yes. Name the template in your instruction and make sure it is available in Documenso.
What if the message lacks signer details?
Tell Notis to report the missing information instead of creating a document.
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
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
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