Connect Whatsapp to Documenso

When something happens in Whatsapp, Notis takes the next step in Documenso. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Whatsapp to Documenso

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Turn WhatsApp agreement requests into signature documents

When a customer asks for an agreement on WhatsApp, create a Documenso document from the right template and prepare it for signing.

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Find a Documenso document from a WhatsApp question

Use an inbound WhatsApp question to search Documenso documents and return the relevant result in the run report.

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Retrieve a signed agreement after a WhatsApp confirmation

When someone selects a confirmation reply, find the relevant signed Documenso document and download the finalized PDF.

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Resend a signing request when a signer asks on WhatsApp

Recognize a resend request in an inbound message and re-send the identified Documenso document for signing.

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Redistribute a pending agreement after a WhatsApp follow-up

Use an inbound WhatsApp request to redistribute an identified Documenso document to pending recipients.

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Correct a Documenso recipient from a WhatsApp update

Use an explicit recipient correction in a WhatsApp message to update the identified Documenso recipient details.

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Find the agreement tied to a WhatsApp delivery issue

When a WhatsApp message status changes, search Documenso for the related agreement using identifiers available to the automation.

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Documenso. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Documenso actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Document Fields

Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.

ActionInstant

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

TriggerPolling

Delete Template

Tool to delete a template by ID.

ActionInstant

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.

TriggerInstant

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

Download Signed Document

Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.

ActionInstant

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.

TriggerInstant

Duplicate Document V2

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

ActionInstant

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

ActionInstant

Get Template

Tool to fetch a template by ID.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.