Archive obsolete Docuseal templates from WhatsApp
Remove outdated signing options after a clear confirmation arrives in chat.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Why this helps
Old templates stay visible and increase the chance that someone selects the wrong document.
- Reduce template clutter
- Lower wrong-document risk
- Record a clear cleanup action
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docuseal in the Notis portal.
- 2Create an automation for confirmed template archive requests.
- 3Tell Notis to verify the named template ID and archive it only when the WhatsApp message clearly confirms retirement.
- 4Choose New WhatsApp Message Received as the trigger.
- 5Pick a report destination and test with one confirmed archive request.
Questions about this workflow
Does it archive based on a casual mention?
No. Instruct Notis to require a clear confirmation and a specific template identifier.
Can an archived template be restored here?
This workflow only archives templates. Handle restoration through a supported Docuseal process.
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.
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
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Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
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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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