Look up an agreement from WhatsApp
Answer agreement questions with less tab switching. Set a clear search rule so Notis can find the relevant Documenso document and report its details.
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
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
A simple question about an agreement can turn into a manual search across Documenso and the chat history.
- Search documents as soon as a question arrives.
- Use identifiers from the message, such as a known document name or recipient.
- Get matching results in the automation report for follow-up.
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, describe which document identifiers to search and what result details to report; name any identifiers that must be supplied by the sender.
- 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
Will Notis always find one exact document?
The Find Documents action returns a paginated list. Your instruction should describe how to use available identifiers and what to do when results are missing or ambiguous.
Can it answer every agreement status question?
This action finds documents. Specify the details you want reported and check that those details are available in the returned results.
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.
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.
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
Delete Template
Tool to delete a template by ID.
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.
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.
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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