Turn an audit follow-up into a clear signer next step
When an audit action calls for signer follow-up, route the request to the recipients who still need to act.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Redistribute Document V2
Tool to redistribute a document to its pending recipients. Use when you need to re-send or re-distribute a sent document to recipients. Ensure the document has pending recipients or specific recipients selected before calling.
Why this helps
Closing an audit follow-up can require a separate search through signing status and another manual send.
- Connect a specific audit follow-up to pending signing recipients.
- Reduce manual checking of agreement status.
- Keep compliance follow-up focused on the people who still need to sign.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documenso once in the Notis portal.
- 2Create an automation and describe which audit follow-ups should prompt redistribution.
- 3Choose a webhook trigger that receives the 21risk follow-up action.
- 4Choose where Notis should send run reports.
- 5Test with one real pending agreement and verify the selected recipients.
Questions about this workflow
Does this send to recipients who already signed?
The redistribution action is for pending recipients. The instruction and document context should identify the appropriate pending recipients.
What if the agreement has no pending recipients?
There is no pending signing follow-up to redistribute. The workflow should only act when pending recipients are present.
Does the 21risk action itself have to contain signing status?
No, but Notis needs enough context to identify the Documenso document and determine eligible pending recipients.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Documenso. A trigger fires from one place; an action lands in another.
21risk triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Delete Template
Tool to delete a template by ID.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
21risk and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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