Find an agreement starting point when new compliance work arrives
Bring available templates into the workflow when a new control agreement is requested.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
Why this helps
New compliance work can sit idle while someone searches for an appropriate agreement template.
- Make available agreement templates visible when a request arrives.
- Reduce context switching during agreement preparation.
- Help the team identify whether a suitable starting point exists.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documenso once in the Notis portal.
- 2Create an automation and describe the agreement request and template information to return.
- 3Choose a webhook trigger that receives the 21risk agreement request.
- 4Choose where Notis should send run reports.
- 5Test with one real request and review the templates returned.
Questions about this workflow
Does this select a template automatically?
It can retrieve available templates for Notis to assess against the request details. The suitability criteria must come from your instruction or request context.
Does it create or send an agreement?
No. This workflow lists templates. Use the template creation and distribution actions for those later steps.
What if a required template is missing?
The returned list can help surface that gap. Any follow-up should use information available in the results or supplied in the request.
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.
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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