Integrations / Signatures
Connect Documenso to WhatsApp: documents and templates by chat
Flann turns Documenso into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Documenso for you. Contracts, menus, rotas, signed forms. They pile up in Documenso faster than anyone can keep them tidy, and the one you need is never where you left it. Flann reads Documenso for you, finds the right version and tells you what it says.
77 actions in Documenso. 22 only look things up, and 55 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Documenso
You do not need the exact wording. These are the kinds of messages Flann turns into Documenso actions.
“Find folders in Documenso.”
“Find documents in Documenso.”
“Get the envelope item from Documenso.”
“Create a folder in Documenso.”
“Create a document beta in Documenso.”
“Create a document recipient in Documenso.”
What Flann can work with in Documenso
Documenso gives Flann 77 actions across 18 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Templates | deleteduplicatesearchlook upupdate | 7 |
| Documents | deletesearchlook up | 4 |
| Envelope attachments | createdeletelook upupdate | 4 |
| Folders | createdeletesearchupdate | 4 |
| Document attachments | deleteupdate | 2 |
| Envelope items | deletedownload | 2 |
| Envelopes | createdeletesearchlook upupdate | 6 |
| Template recipients | createdeletelook upupdate | 4 |
Side by side, the two ways of working in Documenso:
| Compare | Documenso on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about documents | By hand, screen by screen | 22 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 55 changes, made from a message |
| Documenso records | All of them, one screen at a time | 18 kinds, from one chat |
| Set-up | Nothing new to set up | Your Documenso API key, once |
YesPartlyNo
Step by step: Documenso jobs you can hand to Flann
How a request turns into real Documenso actions, one step at a time.
Clean up documents you no longer need
- You message Flann on WhatsApp: “Which documents in Documenso are out of date? Remove the ones I confirm.”
- Flann runs
Find Documentsin Documenso and shows you what it found. - Flann runs
Delete Documentin Documenso. - Each removal is confirmed in the chat.
Create a template from a voice note
- You message Flann on WhatsApp: “Create a template in Documenso with these details.”
- Flann runs
List Templatesin Documenso and shows you what it found. - Flann runs
Update Templatein Documenso. - Flann creates it in Documenso and confirms in the chat.
Fix a folder without opening Documenso
- You message Flann on WhatsApp: “Change the folder in Documenso: here is what is different.”
- Flann runs
Find Foldersin Documenso and shows you what it found. - Flann runs
Update Folderin Documenso. - Flann makes the change in Documenso and confirms in the chat.
Where Flann saves you time in Documenso
Small jobs, repeated often, are where the time goes. Here is how they change once Documenso is connected.
Turning supplier invoices into a list
Today
Paper and PDF invoices arrive all week. Someone has to copy the supplier, date, amount and due date into Documenso before anything can be paid.
With Flann
“Read this week’s supplier invoices in Documenso and tell me what’s due before month end.”
Scanned, photographed or emailed, each invoice goes through Documenso and comes back as supplier, number, amount and due date. You get one tidy list in the chat, sorted by what is due first.
What you stop doing: Copying invoice details into a spreadsheet one by one is something you leave behind.
Filling in the same template again
Today
Quotes, welcome letters and job sheets all start from the same template in Documenso. You copy it, rename it and retype the details every time, and an old customer’s name sometimes slips through.
With Flann
“Make a welcome pack for Sarah Okafor from the new member template in Documenso.”
A fresh copy of your template in Documenso is filled with the name, start date and membership details you gave, and checked for anything left over from the last person. You see the finished document before it is saved.
What you stop doing: Retyping a customer’s details into a copied template is a thing of the past.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Documenso
- Open Connectors in Flann and choose Documenso.
- Paste your Documenso API key into the secure form Flann opens. You will find the key in your Documenso account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Documenso action itself.
Of the 77 Documenso actions, 22 only read. The other 55 create, update, send or delete. Disconnect Documenso in Connectors whenever you like.
Ways to use Documenso with Flann
Summarise before you read
Ask what a long document says. Flann reads it in Documenso and gives you the points that matter.
Keep things in order
Tell Flann where something belongs.
Share without the hunt
Ask Flann for the file a customer needs. It finds it in Documenso so you can send it on.
Everything Flann can do in Documenso
Every Documenso action Flann can run, split into what it reads and what it changes.
Looks up 22
- Find Documents
- Find Envelopes
- Find Folders
- Find Templates
- Get Document By ID
- Get Envelope By ID
- Get Template By ID
- Download Envelope Item
- Download Signed Document
- Find Documents V2
- Get Document Field
- Get Document Recipient
- Get Documents By IDs
- Get Envelope Attachment
- Get Envelope Audit Log
- Get Envelope Field
- Get Envelope Recipient
- Get Envelopes By IDs
- Get Template Field
- Get Template Recipient
- Get Templates By IDs
- List Templates
Changes 55
- Create Document Beta
- Create Document Recipient
- Create Envelope
- Create Folder
- Create Template Beta
- Distribute Envelope
- Redistribute Envelope
- Update Envelope
- Update Template
- Create Document Field
- Create Document Fields (Bulk)
- Create Document Recipients Bulk
- Create Embedding Presign Token V2 Beta
- Create Envelope Attachment
- Create Envelope Items Bulk
- Create Envelope Recipients Bulk
- Create Template Field
- Create Template Fields (Bulk)
- Create Template Recipient
- Create Template Recipients Bulk
- Delete Document
- Delete Document Attachment
- Delete Document Field
- Delete Document Fields
- Delete Document Recipient
- Delete Envelope
- Delete Envelope Attachment
- Delete Envelope Field
- Delete Envelope Item
- Delete Envelope Recipient
and 25 more
More Signatures apps Flann works with
Cloudlayer
Google SlidesCommon questions
What can Flann do with templates in Documenso?
Flann can delete, duplicate, search, look up and update templates in Documenso, using 7 actions (Delete Template, Duplicate Template, Find Templates, Get Template By ID and more). Looking up runs straight away and changes nothing. The other actions create or change templates in Documenso.
What can Flann do with documents in Documenso?
Flann can delete, search and look up documents in Documenso, using 4 actions (Delete Document, Find Documents, Get Document By ID, Get Documents By IDs). Looking up runs straight away and changes nothing. The other actions create or change documents in Documenso.
How does Flann connect to Documenso?
Open Connectors in Flann, choose Documenso and paste your Documenso API key into a secure form. You will find the key in your Documenso account settings. Once it is connected, Flann can use 77 actions in Documenso.
Do I need to open Documenso to use it with Flann?
No. Once Documenso is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Documenso.
Does connecting Documenso cost extra?
No. Documenso is included in every Flann plan, along with every other app Flann connects to.