Correct a signer after risk review
Fix recipient ownership while the compliance decision is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Why this helps
A wrong signer can leave a control unresolved even when the document itself is correct.
- Prevents misrouted signatures
- Keeps ownership current
- Reduces rework
Setup
Build it in a few focused steps.
- 1Connect 21risk and BoldSign once in Notis.
- 2Create an automation for approved signer corrections.
- 3Tell Notis to edit the supplied document with the new recipient details from the 21risk review.
- 4Choose the notis_webhook trigger and report destination.
- 5Test with one corrected document.
Questions about this workflow
Can the document be sent already?
The action supports draft or sent documents, subject to the document's edit capabilities.
What approval is needed?
Include the approved owner change and document identifier in the instruction.
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.
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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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