Send SMS notifications when documents are sent for signature
Whenever a document is sent for signature in WeQuote, send an automated SMS message via WhatsApp Business notifying the recipient to review their inbox.
See all WeQuote + WhatsApp Business integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
WeQuote Explore WeQuote →
TriggersFires when a new note or document is created in WeQuote.
Fires when an existing note or document changes in WeQuote.
Fires when a document in WeQuote is sent out for signature.
Generates a new document in WeQuote from a saved template.
Creates a note in WeQuote or adds text to an existing one.
Converts a file in WeQuote to PDF.
Sends a document from WeQuote out for signature.
WhatsApp Business Explore WhatsApp Business →
TriggersFires when a new text message is received in WhatsApp Business.
Fires when a new call comes in or out through WhatsApp Business.
Fires when a call is missed in WhatsApp Business.
Fires when a call recording finishes processing in WhatsApp Business.
Sends a text message through WhatsApp Business.
Starts an outbound call via WhatsApp Business.
Creates or updates a contact in WhatsApp Business.
Sends a recorded voice message via WhatsApp Business.
More WeQuote + WhatsApp Business workflows
Create call notes automatically from incoming phone calls
When a call recording is ready in WhatsApp Business, automatically create a detailed meeting note in WeQuote with the call summary and metadata.
See details
Append text message content to client notes
When a new inbound SMS is received in WhatsApp Business, append the message text directly to the client's existing note file in WeQuote.
See details
See all WeQuote + WhatsApp Business integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send SMS notifications when documents are sent for signature” between WeQuote and WhatsApp Business?
Yes — describe it in the box above and Knit's Integrations Agent researches WeQuote and WhatsApp Business's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why integrate a document management tool like WeQuote with a business phone service like WhatsApp Business?
It automatically logs call history and text messages into centralized documents in WeQuote, ensuring complete records without manual note-taking.
Can sending or signing documents in WeQuote send text messages via WhatsApp Business?
Yes, sending a document for signature in WeQuote can automatically initiate an SMS notification to the client through WhatsApp Business with signature instructions.