Find a BoldSign document when someone asks for its status
Have Notis look up the matching BoldSign document when a signer or teammate asks for an update in WhatsApp.
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
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Answering status questions means leaving the conversation, searching document lists, and translating the result back into a useful update.
- Reduce app switching for routine status checks.
- Use BoldSign document results to inform a concise update.
- Surface ambiguity when a message does not identify a unique document.
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 signature status questions.
- 3In one instruction, tell Notis how to identify the document from the message and how to summarize the returned status.
- 4Pick New Message Received as the trigger and choose where run reports should go.
- 5Test with one real question that names or clearly identifies a BoldSign document.
Questions about this workflow
Will this workflow change the document?
No. It lists BoldSign documents to find and summarize their available status.
What happens if several documents match?
Tell Notis in the instruction to report the ambiguity and request an identifier instead of guessing.
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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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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