Create Docuseal signature requests from WhatsApp messages
Capture a signable request in WhatsApp and start the document workflow while the context is fresh.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Why this helps
Important signing requests get buried in busy WhatsApp threads and require manual document setup.
- Reduce manual handoffs from chat to signing
- Start signature workflows faster
- Keep the original request context available
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docuseal in the Notis portal.
- 2Create a new automation and name the intake workflow.
- 3Tell Notis to create a Docuseal PDF submission when a WhatsApp message includes a signable request, using the supplied PDF and recipient details.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Select a report channel, then test with one real message containing a PDF request.
Questions about this workflow
Does this create a submission for every WhatsApp message?
No. Instruct Notis to act only when the message clearly requests a signature and includes the needed PDF details.
Can Notis use recipient details from the message?
It can use details present in the message or supplied context. Missing information must be provided before the submission is created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docuseal. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Docuseal 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.
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New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
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List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
Timelinesai and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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