Check the document behind an escalation
Send an escalation into Notis and get the current Docnify document details alongside the 21risk context that needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Why this helps
An escalated compliance item often means switching apps to find the document and verify whether signing is the blocker.
- Start a review as soon as an authorized system sends the webhook.
- Fetch current document details for the referenced Docnify document.
- Keep escalation context and signing status in one 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 use the incoming 21risk escalation context to fetch the referenced Docnify document.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real escalation that includes a confirmed Docnify document ID.
Questions about this workflow
What does the webhook need to include?
Provide enough context to identify the compliance issue and a confirmed Docnify document ID. Notis cannot infer an ID that is absent or ambiguous.
Will this modify the document?
No. The Get Document action fetches current details for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.