Rename an existing compliance document
Keep document names clear when a generated file needs a more useful label.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Why this helps
Unclear document names make it harder to find the right compliance file during follow-up.
- Update metadata for an existing document.
- Use a clearer name based on confirmed instructions.
- Avoid changing the wrong file by confirming its document ID first.
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.
- 3In one instruction, ask Notis to update the document name only after the document ID and new name are confirmed.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real document whose ID and intended name are confirmed.
Questions about this workflow
Can this rename a document based only on its current title?
The action requires confirming the document ID. Use a confirmed ID before asking Notis to update metadata.
Does it change the document's contents?
This action updates document metadata. It is not described as editing the document contents.
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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