Send a contract for signing from a WhatsApp request
When someone asks for a contract in WhatsApp, have Notis send the prepared document through BoldSign for signature.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Contract requests get buried in chat, leaving founders to switch apps and remember to send the paperwork later.
- Reduce copy and paste between WhatsApp and BoldSign.
- Start a signature request while the request is still in context.
- Use a prepared document and signer details supplied in the chat or automation instructions.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, tell Notis how to identify a contract request and which prepared BoldSign document and signer details to use.
- 4Pick New Message Received as the trigger and choose where run reports should go.
- 5Test with one real WhatsApp request and confirm the BoldSign signature request is correct.
Questions about this workflow
Does this workflow create a contract document?
No. It sends a prepared document for signature. Provide the document and the signer details in the automation instruction or request context.
Can it send every incoming WhatsApp message?
Describe the kinds of messages that count as a contract request. Notis can use the message content to decide whether to act.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Boldsign. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
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Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Whatsapp and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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