Release held signing requests from WhatsApp
Send a prepared request the moment the final approval arrives.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Release Signature Request Hold
Release a held signature request to send it to signers. Use this when a signature request was created from an unclaimed draft with hold_request=true and has been claimed but not yet sent. After releasing, the request will be sent to all designated signers.
Why this helps
Held requests wait because release instructions are easy to miss.
- Prevent approved requests from sitting idle
- Keep release decisions tied to conversation context
- Reduce manual queue checks
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Dropbox Sign in Notis.
- 2Create an automation named Held request release.
- 3Tell Notis to release the named held request only after an explicit ready or send instruction.
- 4Pick New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one release message.
Questions about this workflow
What happens after release?
Dropbox Sign sends the held request to its designated signers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Dropbox sign. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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Connect any two apps with Notis in the middle.
Timelinesai and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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