Update Documenso documents from chat
Keep agreement details current without leaving the WhatsApp thread.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Why this helps
Document updates are often postponed because the source request and signing tool are separate.
- Shortens the path from request to change
- Avoids duplicate data entry
- Creates a report for each update
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Documenso once in Notis.
- 2Create an automation named WhatsApp document updater.
- 3Tell Notis to update the referenced document only for explicit property changes and to report unsupported requests.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger.
- 5Choose where reports go and test with one real update.
Questions about this workflow
What if the requested property is unsupported?
Notis should report the limitation and leave the document unchanged.
Can it update several documents?
Use a unique reference and explicitly instruct Notis whether batch updates are allowed.
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
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