Retire obsolete agreement templates after governance review
Keep outdated agreement starting points from lingering after the compliance process confirms they should be retired.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Template
Tool to delete a template by ID.
Why this helps
An obsolete template can remain available after a governance decision unless someone remembers to remove it from the signing workspace.
- Link a confirmed retirement decision to template cleanup.
- Reduce the chance of starting new agreements from an outdated template.
- Keep template maintenance connected to governance work.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documenso once in the Notis portal.
- 2Create an automation and describe which confirmed template retirements should be applied.
- 3Choose a webhook trigger that receives the 21risk governance decision.
- 4Choose where Notis should send run reports.
- 5Test with one real retirement decision and verify the exact template before deleting it.
Questions about this workflow
Does the workflow archive the template?
No. The available action deletes a template by ID. Use it only when deletion is the intended outcome.
What should the governance request include?
It should establish that retirement is confirmed and identify the exact Documenso template.
Can this review templates before deleting one?
A separate template lookup can retrieve template details. Use that review when you need to verify the template before deletion.
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
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Delete Template
Tool to delete a template by ID.
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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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