Redistribute an agreement to pending recipients
When someone asks for a follow-up, give the pending recipients another nudge through Documenso using a defined document lookup rule.
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
Redistribute Document V2
Tool to redistribute a document to its pending recipients. Use when you need to re-send or re-distribute a sent document to recipients. Ensure the document has pending recipients or specific recipients selected before calling.
Why this helps
A follow-up request arrives in chat, but the agreement remains stalled until someone finds it and redistributes it.
- Respond to follow-up requests without switching apps.
- Send the identified document to its pending recipients.
- Keep uncertain document matches visible for review.
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 what follow-up request qualifies and how to identify the document; require review if the match is uncertain.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real request for a document known to have pending recipients.
Questions about this workflow
Who receives the redistributed document?
The Redistribute Document action sends it to pending recipients, or to specific recipients when selected.
Can this action resend a document that has no pending recipients?
The action is intended for documents with pending recipients or selected recipients. Have the instruction route other cases for review.
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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