Retrieve the signed agreement after confirmation
A clear reply can trigger the next paperwork step. Have Notis locate the document using a reliable identifier and download the signed PDF.
Trigger
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Action
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.
Why this helps
After a customer confirms in chat, someone still has to locate the agreement and retrieve its finalized file.
- Turn a confirmation reply into a concrete retrieval step.
- Avoid manually locating the signed document.
- See the run result and any missing identifiers in the report.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Documenso once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3In one instruction, define which interactive reply counts as confirmation and how to identify the Documenso document.
- 4Pick the WhatsApp Interactive Reply Received trigger and choose where run reports go.
- 5Test with one real reply tied to a known signed document.
Questions about this workflow
Does the action sign or finalize the document?
No. Download Signed Document retrieves the finalized PDF after signing has occurred.
What if the reply does not identify the document?
Include a reliable lookup rule in your instruction or arrange for the document identifier to be supplied.
When this happens · Trigger
Do this · Action
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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
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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.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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.
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.
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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.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Whatsapp and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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