Start a separate review from a copy of the current agreement
Keep the current agreement intact while giving a new compliance review its own working document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Reusing the active signing document for a new review can blur the line between the current agreement and follow-on changes.
- Create a separate document for a new review cycle.
- Preserve the existing document as the reference point.
- Reduce the chance of mixing follow-on edits with an active signing record.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documenso once in the Notis portal.
- 2Create an automation and describe which review requests need a separate copy.
- 3Choose a webhook trigger that receives the 21risk review request.
- 4Choose where Notis should send run reports.
- 5Test with one real document reference and confirm the duplicate is suitable for review.
Questions about this workflow
Does duplicating a document send it for signing?
No. This action creates a copy. Sending a document for signature is a separate step.
What is required to make the copy?
The webhook context must identify a valid source document in Documenso.
When should I use this workflow?
Use it when a new compliance review needs a separate working document based on an existing agreement.
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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