Bring relevant signing documents into your compliance review
Give your compliance review a recurring check for documents that need attention in Documenso.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Document status checks can fall through the cracks when compliance work and agreement tracking happen in separate places.
- Create a regular checkpoint for relevant signing documents.
- Surface documents for review without starting from an empty search.
- Support a steadier handoff between compliance work and agreement tracking.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documenso once in the Notis portal.
- 2Create an automation and describe which documents should be found and reviewed.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one known document and verify the search returns the expected results.
Questions about this workflow
Does this workflow modify documents?
No. The Find Documents action retrieves a paginated list for review or for a later operation.
Can it identify every compliance task automatically?
Only when the search criteria can be grounded in information available to Notis. Supply any missing context in your instruction or request.
Why use a scheduled search?
A scheduled search can create a regular review checkpoint for documents tied to ongoing compliance work.
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.
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.
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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