Keep compliance signatures from slipping
Get a regular view of signing documents connected to your 21risk compliance work, without reopening both apps to remember what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Compliance follow-ups get scattered across audit tasks and signing records, making it easy to lose track of documents that are still outstanding.
- Review relevant Docnify documents on a predictable schedule.
- Use 21risk audit and checklist context to focus the review.
- Receive a run report in the channel you choose.
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 relevant 21risk compliance work and check the matching Docnify document status.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real compliance item and its Docnify document.
Questions about this workflow
Does this automatically know which Docnify document matches an audit?
Only if the connected data provides a reliable match, such as a shared identifier or document reference. If it does not, include the matching detail in your instruction or webhook context.
Can it send reminders to signers?
This workflow lists Docnify documents for review. It does not send reminders; use a separate workflow with the resend action after confirming the right document.
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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