Keep your compliance agreement templates easy to review
Make template availability part of a regular agreement readiness check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
Why this helps
Teams can waste time searching for a suitable starting point or discover too late that the expected template is unavailable.
- Create a recurring view of templates available to the connected account.
- Make it easier to spot missing or unexpected agreement starting points.
- Support consistent preparation for upcoming compliance sign-offs.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documenso once in the Notis portal.
- 2Create an automation and describe which available templates should be reviewed.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real template list and confirm the results are useful to the team.
Questions about this workflow
Does this workflow create or change templates?
No. It lists available templates for review.
Can the workflow check a specific template?
If you already know its ID, use the Get Template action for that focused lookup. This workflow is for reviewing the available list.
What should the review report include?
Describe which templates matter to your compliance work and what information you want Notis to summarize from the returned list.
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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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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