Check a Docnify document when someone asks in WhatsApp
Get the document details you need to answer a signing question without leaving your conversation to hunt through Docnify.
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 Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Why this helps
Status questions often arrive when you do not have the document record open, and delayed replies can create avoidable follow-up.
- Bring document metadata into the context of the question.
- Make it easier to respond promptly to signing status requests.
- Flag messages that do not include a document ID or enough details to identify one.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to identify the requested document, fetch its Docnify details, and summarize the current state; have it flag missing or ambiguous identifiers.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real message that includes a known document identifier.
Questions about this workflow
Does this workflow notify the WhatsApp sender?
The defined Docnify action fetches document details. Use the run report to prepare a reply; this workflow does not send a WhatsApp response.
What if the sender does not include an identifier?
Notis can report that it needs more information rather than guessing which document to fetch.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docnify. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
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
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
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.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
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 Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Whatsapp and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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