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Notis

Create an embedded risk signing link

Put the signing step where the risk decision already happens.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Embedded Request Link

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.

Why this helps

People abandon signing when they must leave the workflow that presents the risk decision.

  • Shortens the path to signature
  • Keeps context in one place
  • Supports controlled in app signing

Setup

Build it in a few focused steps.

  • 1Connect 21risk and BoldSign once in Notis.
  • 2Create an automation for embedded request links.
  • 3Tell Notis to create a BoldSign embedded link using the supplied title, signers, and approved 21risk context.
  • 4Choose the notis_webhook trigger and report destination.
  • 5Test with one approved request.

Questions about this workflow

What inputs are needed?

Provide the request title, signers, and the document preparation details required by the action.

Does this automatically publish the link?

No. It returns the embedded request link for your application flow.

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.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

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.

ActionInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

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.

ActionInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

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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No card. Works with personal or business Boldsign.