Find secure document templates from WhatsApp requests
Turn a WhatsApp request into a clear shortlist of Echtpost templates, without leaving the conversation to search manually.
Trigger
New Message Received
Action
List templates
View available templates for creating postcards.
Why this helps
A WhatsApp request can get buried while you figure out which secure document template to use.
- Surface available templates as soon as a request arrives.
- Reduce context switching between customer messages and secure-document tools.
- Give yourself a concise report to review before sending anything.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Echtpost once in the Notis portal.
- 2Create an automation in any channel or in Automations, then New Automation.
- 3Tell Notis to recognize document requests and list relevant Echtpost templates without sending a document.
- 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
- 5Test with one real WhatsApp request and review the template results.
Questions about this workflow
Does this workflow send a document to the customer?
No. The available Echtpost action only lists templates. Notis can report the options for you to review.
Can it tell whether a message needs a confidential document?
You can describe the kinds of requests to identify in the automation instruction. Notis analyzes the incoming message.
Will it list templates that do not exist in my Echtpost account?
No. The action retrieves the templates available in the connected Echtpost account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Echtpost. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Echtpost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List templates
View available templates for creating postcards.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Message Status Updated
Returns no results; message status changes are delivered through webhooks in real time.
Connect any two apps with Notis in the middle.
Whatsapp and Echtpost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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