Check existing Documint documents from a WhatsApp follow-up
Answer follow-ups with a clear view of documents already in your account.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Follow-up messages create uncertainty about whether a document was already prepared.
- Prevents duplicate work
- Improves follow-up speed
- Keeps document history visible
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Documint in Notis once.
- 2Create an automation named WhatsApp document status review.
- 3Tell Notis to list Documint documents and summarize possible matches to the incoming message.
- 4Pick the New WhatsApp Message Received trigger and a report channel.
- 5Test with a message asking whether a document was sent.
Questions about this workflow
Can this prove delivery to the recipient?
It lists documents in Documint; delivery confirmation may require information not available in the returned data.
What should I include in the message?
Include a client name, document name, or approximate date when possible.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Documint. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Connect any two apps with Notis in the middle.
Timelinesai and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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