Confirm the brand for a risk document
Verify the exact sender identity before a sensitive risk document is issued.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Why this helps
Brand identifiers are easy to misread when several company identities exist in an account.
- Reduces sender identity mistakes
- Supports approval checks
- Returns authoritative brand data
Setup
Build it in a few focused steps.
- 1Connect 21risk and BoldSign once in Notis.
- 2Create an automation for brand confirmation.
- 3Tell Notis to fetch details for the supplied brand identifier and relate them to the 21risk document decision.
- 4Choose the notis_webhook trigger and report destination.
- 5Test with one known brand identifier.
Questions about this workflow
Where does the brand identifier come from?
Provide the identifier in the webhook or obtain it from a prior brand listing.
Does this send a document?
No. It only retrieves brand details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Boldsign. A trigger fires from one place; an action lands in another.
21risk triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
21risk and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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