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Keep agreement signers aligned with compliance changes

When the compliance request changes, route the existing agreement to the pending recipients who now 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

A changed compliance requirement can leave the signing request aimed at the wrong people or waiting on an outdated follow-up.

  • Respond to a compliance change using the existing agreement.
  • Focus redistribution on recipients who remain pending.
  • Reduce manual coordination after a signer-related update.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Documenso once in the Notis portal.
  • 2Create an automation and describe which compliance changes require agreement redistribution.
  • 3Choose a webhook trigger that receives the 21risk update.
  • 4Choose where Notis should send run reports.
  • 5Test with one real agreement that has pending recipients and verify the intended distribution.

Questions about this workflow

Can this change the signer list before redistributing?

This workflow redistributes to pending recipients. Use the recipient update action if recipient details or signing order must change first.

What if the agreement is already complete?

A completed agreement has no pending recipients to redistribute to. The request should be limited to eligible pending documents.

Does it create a new agreement?

No. It redistributes an existing Documenso document.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Delete Template

Tool to delete a template by ID.

ActionInstant

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

ActionInstant

Get Template

Tool to fetch a template by ID.

ActionInstant

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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