Get approved compliance policies signed without chasing the paperwork
When a policy is ready for sign-off, start the signature process from the compliance work already in motion.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Approved policies can sit unsigned while someone has to notice the status change, find the right document, and start a separate signing process.
- Start signature requests from a 21risk approval notification.
- Reuse a Documenso template for consistent policy documents.
- Keep compliance sign-off from becoming a separate follow-up task.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documenso once in the Notis portal.
- 2Create an automation and describe the policy sign-off outcome in one instruction.
- 3Choose a webhook trigger that receives the 21risk policy approval request.
- 4Choose where Notis should send run reports.
- 5Test with one real policy request and confirm the template and recipients.
Questions about this workflow
What starts this workflow?
A webhook starts it when it receives a 21risk policy approval request. Configure the system that knows about the request to send that HTTP request to Notis.
What does Documenso do?
Notis can use a Documenso template to create a document with the recipients and prefills available in the request, then start the signing process as instructed.
Does this create a policy template for me?
No. The workflow uses a template already available in Documenso. Create or select the appropriate template before testing.
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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