Handle signing deadline extension requests from WhatsApp
When a signer asks for more time, have Notis extend the relevant BoldSign document expiry date.
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
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
Why this helps
A request for more time can be missed in chat, and the signature deadline can pass before anyone updates the document.
- Capture extension requests while they are easy to act on.
- Reduce manual searching and deadline updates.
- Keep the new expiry date grounded in the request or a rule you provide.
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 name it for expiry requests.
- 3In one instruction, tell Notis how to recognize an extension request, identify the document, and determine the new expiry date.
- 4Pick New Message Received as the trigger and choose where run reports should go.
- 5Test with one real request that includes enough information to identify the BoldSign document and new date.
Questions about this workflow
Can Notis infer the document if the message does not identify it?
The workflow needs a reliable document identifier in the message or other available context. If it is missing, supply a rule or have the automation report that it needs clarification.
How is the new expiry date chosen?
Specify the date in the request or define a clear rule in the instruction. The workflow cannot know an unstated deadline.
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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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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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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Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
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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