Bring document interactions into a 21risk audit review
Check the interactions associated with a specific Conveyor document while reviewing a related compliance task in 21risk.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get interactions by document ID
Tool to fetch interactions associated with a specific document. Use when you need to list all interactions for a given document after validating its existence.
Why this helps
A document's interaction history may need checking during an audit, but finding it requires a separate lookup.
- Retrieve interactions associated with a specified document.
- Keep document review context near the related audit task.
- Avoid searching manually for interaction history.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve interactions for the Conveyor document ID referenced in the 21risk audit review.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real document ID after confirming the document exists.
Questions about this workflow
What identifier does this action use?
It uses a document ID. The document should exist before requesting its interactions.
Does this action retrieve all documents?
No. It retrieves interactions for one specified document ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Conveyor. A trigger fires from one place; an action lands in another.
21risk triggers
Conveyor 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 Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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