Keep compliance document details close at hand
Use a scheduled pass to fetch the current Docnify details for compliance documents referenced by your 21risk work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
When document details live in a separate signing app, preparing an audit review can turn into a series of repetitive searches.
- Fetch current details for referenced documents in one scheduled pass.
- Use confirmed identifiers from 21risk context to avoid guesswork.
- Make document review easier to include in compliance routines.
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 review the relevant 21risk references and fetch details for each confirmed Docnify document ID.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real 21risk reference and its confirmed Docnify ID.
Questions about this workflow
Can this find documents without an ID?
It can list documents using a separate workflow, but this workflow fetches a specific document and needs a confirmed ID or other reliable reference supported by connected data.
Does fetching details change the document?
No. Get Document retrieves current state and metadata 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
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