Find the right template for compliance work
Review available signing templates alongside your 21risk checklist context, so the team can identify which template is appropriate before preparing a document.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
Teams can waste time searching templates each time a recurring compliance checklist requires a signed document.
- Review available templates against current checklist needs.
- Fetch details for relevant templates before document preparation.
- Reduce repeated searching for recurring compliance paperwork.
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 compare 21risk checklist needs with the available Docnify templates and fetch details for a clearly relevant template.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real checklist requirement and a known template.
Questions about this workflow
Will this create a document from a template?
No. The available actions can list templates and fetch a template's details, but do not create a document from a template.
What if the checklist requirement does not identify a matching template?
The workflow should report that no supported match was found rather than assuming a template is suitable.
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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