Find a matching Docuseal template from a WhatsApp request
When a customer asks for a particular agreement, Notis can check the Docuseal template list and surface a likely match for your review.
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 retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Why this helps
Finding the right reusable agreement means switching from chat to Docuseal and searching through templates without the original request in view.
- Bring the request and relevant template details into one run report.
- Surface likely matches without manually browsing the template list.
- Call out requests that need clarification or have no apparent template match.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to review inbound agreement requests, list Docuseal templates, compare the request with the returned template details, and report a likely match or missing information.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real request whose likely template you can verify.
Questions about this workflow
Does this create a Docuseal signing request?
No. This workflow lists templates and reports a likely match. The available action does not create a submission from an existing template.
What if the template list does not show enough detail to decide?
Ask Notis to mark the match as uncertain and report what information is missing for a person to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Docuseal. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
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
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
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.
Create Template from HTML
Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
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.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
Whatsapp and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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