Update a draft risk agreement
Resolve review feedback while the document is still easy to change.
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
Small compliance corrections are forgotten when draft documents live in a separate workflow.
- Applies review decisions promptly
- Prevents outdated drafts being sent
- Keeps document changes traceable
Setup
Build it in a few focused steps.
- 1Connect 21risk and BoldSign once in Notis.
- 2Create an automation for draft corrections.
- 3Tell Notis to edit the supplied BoldSign draft using the 21risk feedback and approved changes.
- 4Choose the notis_webhook trigger and report destination.
- 5Test with one draft and review the returned result.
Questions about this workflow
Can this edit a sent document?
The action supports draft or sent documents, subject to the document's available edit capabilities.
What must I provide?
Provide the document identifier and the exact review changes to apply.
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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