Retrieve Documint template details from a WhatsApp selection
A clear customer selection can prompt Notis to retrieve the referenced template details for your review.
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
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Why this helps
Following up on a customer's selection takes extra searching when the template reference is not carried into the review.
- Retrieve details when the reply identifies a specific template.
- Keep the customer selection and retrieved details in one run report.
- Make follow-up review easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Documint once in the Notis portal.
- 2Create an automation and name it for selection-based detail retrieval.
- 3Describe that Notis should retrieve the Documint template named in a reply and report its details, flagging unclear references.
- 4Pick Interactive Reply Received as the trigger and choose where run reports go.
- 5Test with one real reply that identifies a valid template.
Questions about this workflow
What if the reply does not identify a template?
The automation can report that it needs a clear template reference instead of guessing.
Does retrieving details update the template?
No. This action only retrieves a template's details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Documint. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
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
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
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.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
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.
Connect any two apps with Notis in the middle.
Whatsapp and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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