Locate the agreement connected to an audit action
Connect the audit follow-up to a search for the agreement that may need attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
An audit action can be hard to close when the related agreement is buried in a separate document list.
- Search for relevant agreements when an audit action needs follow-up.
- Reduce time spent switching between the action tracker and document list.
- Give the next step a document reference to work from when available.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documenso once in the Notis portal.
- 2Create an automation and describe the agreement search needed for the audit action.
- 3Choose a webhook trigger that receives the 21risk action update.
- 4Choose where Notis should send run reports.
- 5Test with one real action and confirm the relevant document appears in the results.
Questions about this workflow
Can the workflow know which agreement is related?
It can search using criteria in the request and information available in Documenso. If the relationship is not present, include enough context in the webhook request.
Does it change the agreement?
No. This action finds documents. Updating or distributing a document requires a separate action.
Can it search across pages?
The find action returns paginated document results. Ask Notis to review relevant results within the available search.
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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