Start a Docuseal signature request from a WhatsApp PDF
A customer sends a document and asks to sign? Let Notis turn that message into a Docuseal submission, with a run report to follow up on.
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
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.
Why this helps
PDF signing requests arrive in chat and get buried while someone has to download the file and start the Docuseal workflow by hand.
- Reduce manual handling of incoming PDF signing requests.
- Keep the customer's instruction alongside the Docuseal run report.
- Use one real message to check that the document and request are suitable for submission.
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 identify inbound messages that request signing, use an attached PDF to create a Docuseal submission, and report missing details for follow-up.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports go.
- 5Test with one real WhatsApp message that includes a PDF and a clear signing request.
Questions about this workflow
Does this work when the customer sends a PDF?
The workflow is for messages that include a PDF. Test with a real example and make sure Notis can access the attachment and the information Docuseal requires.
What if the customer asks to sign but sends no document?
The prompt can ask Notis to report the missing PDF and request details for follow-up instead of creating a submission.
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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