Create a clear report from 21risk audit findings
Send audit results to Notis and get a document ready to review or share.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Audit findings can be scattered across conversations, making it easy to delay turning them into a usable report.
- Turn supplied audit results into a document without rebuilding the report by hand.
- Keep the report structure consistent with a Docugenerate template.
- Receive document metadata including a download URL.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe that Notis should use the audit findings supplied through 21risk to generate a report from your chosen template.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real set of audit findings.
Questions about this workflow
Does this workflow detect new audits in 21risk automatically?
21risk has no listed trigger events here. Start it with a Notis webhook and provide the audit findings in the request or prompt.
Do I need an existing Docugenerate template?
Yes. Choose an existing template that suits the report, and make sure the supplied findings contain the information needed to fill it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docugenerate. A trigger fires from one place; an action lands in another.
21risk triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
21risk and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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