Create a signing link when a customer replies
A customer taps the option to proceed, and Notis prepares a BoldSign request link for the next step.
Trigger
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
A customer's clear yes can still turn into a delay while someone finds the right document and prepares the signing flow.
- Move from a customer's reply to a signing flow with fewer handoffs.
- Generate a link for in-app document preparation and sending.
- Keep the document title and signer information explicit in the automation instruction.
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 the signing-link outcome.
- 3In one instruction, tell Notis which reply means proceed and provide the document title and signer details required for the link.
- 4Pick Interactive Reply Received as the trigger and choose where run reports should go.
- 5Test with one real interactive reply and confirm the generated BoldSign link.
Questions about this workflow
Does creating the link send the document for signature?
The action creates an embedded request link for document preparation and sending. It does not itself send a signature request.
What information should the instruction include?
Specify the title and signer details needed to create the link. Supply any required information that is not present in the WhatsApp reply.
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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Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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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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