Review document data needs from a WhatsApp request
See the fields a document needs before you gather details or prepare a real document.
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
Get Template Sample Data
Tool to generate sample data for a Docmosis template based on its structure. Creates placeholder values that can be used for testing renders. Returns data in JSON or XML format.
Why this helps
A request arrives in chat, but figuring out what information a document needs adds another round of context switching.
- Understand a template's expected structure sooner
- Reduce back and forth before document preparation
- Keep the request context tied to a useful review artifact
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Docmosis once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name and prompt.
- 3Tell Notis to identify the relevant Docmosis template from the message and generate sample data for review.
- 4Pick the New Message Received trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Does this create a finished document?
No. This workflow uses Docmosis to generate sample data for a template. It does not render or deliver a finished document.
How does it know which template to use?
Tell Notis in your instruction how to determine the template. If the message does not provide enough context, have Notis flag that in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docmosis. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
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
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
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.
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
Whatsapp and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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