Find a signing template from a WhatsApp request
When someone asks for a particular kind of agreement, get likely Docnify template options without breaking your focus to browse the catalog.
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 Templates
Tool to list templates in the Docnify account.
Why this helps
Finding the right template takes extra searching, especially when the request does not use the exact template name.
- Bring likely template options into the run report.
- Reduce time spent searching the template catalog.
- Highlight when the request is too vague to choose a template confidently.
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 list Docnify templates and summarize those that appear relevant to the incoming request, flagging uncertain matches.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real request for a template type that exists in your Docnify account.
Questions about this workflow
Will this choose a template automatically?
It can summarize likely options, but you should review the results when the request is broad or multiple templates appear relevant.
Does it send a template for signature?
No. This workflow only lists and reviews templates; sending a document requires a separate, confirmed workflow.
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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