Verify a WhatsApp document requester in Docupilot
Start a document request with a clear view of which Docupilot account will handle it.
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
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
Document requests arrive in chat, and it is easy to lose track of which connected account should handle follow-up.
- Check the authenticated Docupilot identity after a document request arrives.
- Keep account confirmation connected to the incoming conversation.
- Reduce uncertainty before handling document work.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe that an incoming document request should prompt Notis to retrieve the authenticated Docupilot user's details and summarize the identity for review.
- 4Choose the WhatsApp New Message Received trigger and select where run reports go.
- 5Test with one real document request message.
Questions about this workflow
Does this create or send a document?
No. The available Docupilot action retrieves the authenticated user's account details; it does not create or send documents.
What starts the automation?
A real-time inbound WhatsApp Business message starts it.
Can it verify the sender's identity?
It can retrieve the connected Docupilot account details, but that does not independently verify the WhatsApp sender.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docupilot. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
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 all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
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.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
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 Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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