Move approved documents to signature
Once a 21risk approval is confirmed, pass the document context to Notis to send the prepared Docnify document for signing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
Approval and signature steps can stall when someone has to notice the status, find the prepared document, and send it by hand.
- Start from an approval signal supplied to the webhook.
- Send the verified, prepared Docnify document for signature.
- Keep the approval context in the 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 send the referenced Docnify document only when the webhook context confirms approval and the document is ready.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one approved document that already has its content and recipients prepared.
Questions about this workflow
Does this create or upload a document?
No. The Send Document action sends a confirmed document for signing. The document content and recipients must already be prepared.
What if the approval context is unclear?
The instruction should require explicit approval and a confirmed document ID. Ambiguous or incomplete context should not be sent.
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.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
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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