Start your monthly audit template review
Put the editor session for your regular audit review in the run report, ready for the next review cycle.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Why this helps
A routine review can stall while someone finds the template and opens the editor.
- Prepare the editor session for a regular review.
- Reduce setup steps at the start of the review cycle.
- Keep the template consistent from month to month.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Craftmypdf once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation, and give it a name.
- 3Tell Notis to create an editor session URL for the specified monthly audit template.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with the template your team uses for its next review.
Questions about this workflow
Does the schedule create or update audit data in 21risk?
No. The selected action creates a Craftmypdf editor session URL. It does not update 21risk.
Can the schedule use a different template each month?
State the template selection rule in your instruction and ensure the required template information is available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Craftmypdf. A trigger fires from one place; an action lands in another.
21risk triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
21risk and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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