Keep audit agreements with the team responsible for them
A change in compliance ownership can trigger a document handoff to the team that now manages the work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Move Document V2
Tool to move a document to a team. Use when transferring documents between personal and team accounts.
Why this helps
Agreements can remain in a personal or former team account after compliance responsibilities shift.
- Respond to a reported ownership change with a document transfer.
- Keep agreement access aligned with the responsible team.
- Reduce manual cleanup after compliance work changes hands.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documenso once in the Notis portal.
- 2Create an automation and describe which ownership changes require a document move.
- 3Choose a webhook trigger that receives the 21risk ownership update.
- 4Choose where Notis should send run reports.
- 5Test with one real handoff and verify the document and destination team.
Questions about this workflow
Does the workflow choose or create a team?
No. The destination must be an existing team available in Documenso and identifiable from the request or instruction.
Can it move any document?
It needs a valid document reference and a destination that the connected Documenso account can use.
When is this useful?
Use it when a compliance ownership change means an existing agreement should move between personal and team accounts.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Get Template
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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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