Add the right auditor to the signing flow
Turn a verified 21risk handoff into a Docnify recipient update, with the document and recipient details supplied in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Why this helps
A signing flow can stall when a newly assigned auditor needs access and someone has to manually update the document recipient list.
- Start from an explicit handoff containing verified recipient information.
- Add the recipient to the confirmed Docnify document.
- Keep the requested change and outcome visible in a run report.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to add the verified auditor as a recipient to the referenced Docnify document, using supplied order or authentication details when provided.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real handoff and confirmed document and recipient details.
Questions about this workflow
Can Notis guess the recipient's signing order or authentication settings?
No. Include those details when they are required. The action supports optional signing order and authentication options.
What information must be confirmed?
The Docnify document ID and recipient details must be clear. The handoff should come from an authorized process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docnify. A trigger fires from one place; an action lands in another.
21risk triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
21risk and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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