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Notis

Keep compliance signer details current across your workflow

Corrected owner information can reach the signing request without another round of manual document edits.

Trigger

Webhook received

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

Action

Update Document Recipient

Tool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.

Why this helps

A changed control owner or email address can leave a compliance agreement routed to the wrong person.

  • Apply corrected recipient information from a 21risk update.
  • Reduce signing delays caused by outdated contact details.
  • Keep the compliance handoff aligned with the latest owner information provided.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Documenso once in the Notis portal.
  • 2Create an automation and describe which signer changes should update a recipient.
  • 3Choose a webhook trigger that receives the 21risk owner update.
  • 4Choose where Notis should send run reports.
  • 5Test with one real correction and verify the intended document recipient.

Questions about this workflow

What information is needed to update a recipient?

The incoming context must identify the relevant Documenso document and recipient, and provide the corrected information.

Does this create or send a new document?

No. It updates an existing document recipient. Sending or redistributing the document is a separate action.

Can it change signing order?

The recipient update action supports signing order changes when the necessary updated value is provided.

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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