Find the right Documint template from a WhatsApp request
Turn a template question in WhatsApp into a focused review of your Documint catalog, with relevant options collected in a run report.
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
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Finding the right template can mean switching apps, scanning a catalog, and losing track of the original request.
- Review the template catalog in response to a specific request.
- Get likely matches in the run report for quick follow-up.
- Keep the original WhatsApp context attached to the review.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Documint once in the Notis portal.
- 2Create an automation and name it for template lookup.
- 3Describe that Notis should review the Documint template list against each request and report likely matches.
- 4Pick New Message Received as the trigger and choose where run reports go.
- 5Test with one real WhatsApp request about a template.
Questions about this workflow
Does this automation create a document?
No. It lists Documint templates and reports relevant matches. Creating documents is not available among the allowed actions for this workflow.
What if the message does not identify a document type?
Notis can report that the request needs clarification instead of presenting an unsupported match.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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