Request a WhatsApp conversation brief when needed
When a conversation needs a clean handoff, start a webhook-driven PDF brief with Notis and DocRaptor.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
Preparing a conversation for a handoff often means switching apps, collecting context, and formatting it by hand.
- Start a brief from an existing HTTP-based process.
- Create a handoff-ready document from available conversation details.
- Reduce context switching during customer handoffs.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and DocRaptor once in the Notis portal.
- 2Create the automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to make a PDF brief from the conversation details provided or available to it.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real webhook request and review the generated PDF.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook trigger starts it.
Does the webhook automatically fetch any conversation in WhatsApp?
The provided event list does not specify a conversation-fetch trigger or parameters. Include the needed context in the request or instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to DocRaptor. A trigger fires from one place; an action lands in another.
Whatsapp triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
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
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
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.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
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 Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Whatsapp and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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