Register a custom field for risk reviews
Make important risk context part of the document structure your team signs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Key control references disappear when they are kept only in notes or chat.
- Standardizes recurring risk metadata
- Improves signed record context
- Reduces manual document annotations
Setup
Build it in a few focused steps.
- 1Connect 21risk and BoldSign once in Notis.
- 2Create an automation for registering approved fields.
- 3Tell Notis to create the specified brand scoped custom field using the supplied 21risk requirement.
- 4Choose the notis_webhook trigger and report destination.
- 5Test with one field definition.
Questions about this workflow
What scope does the field have?
The action creates a brand scoped custom field, so provide the relevant brand identifier.
Can this fill the field on a document?
No. It registers the field definition for later use.
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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No card. Works with personal or business Boldsign.