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Remove obsolete fields after a compliance review confirms them

Once a review confirms a field should go, carry that cleanup into the document without another manual handoff.

Trigger

Webhook received

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

Action

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.

Why this helps

A confirmed field cleanup can be delayed when review notes and document editing happen in separate workflows.

  • Apply field cleanup after the review has confirmed what to remove.
  • Keep the document and compliance review aligned.
  • Avoid repeated manual transfer of field deletion instructions.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Documenso once in the Notis portal.
  • 2Create an automation and describe which confirmed field removals should be applied.
  • 3Choose a webhook trigger that receives the 21risk review result.
  • 4Choose where Notis should send run reports.
  • 5Test with one real document and verified field IDs before removing fields.

Questions about this workflow

What must be confirmed before this runs?

The document and the field IDs to remove must be identified and confirmed.

Can deleted fields be restored by this workflow?

No. This action deletes fields. Confirm the intended IDs before running it.

Can I use this to change a field instead?

Use the update fields action when the field should remain but its properties need to change.

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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