Fix compliance document fields without repeating the handoff
Put a field correction from compliance review into the existing Documenso document with a single instruction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Tool to update one or more fields on a document. Use when you need to adjust properties of existing fields post-creation.
Why this helps
A correction can bounce between review notes and a signing document while someone manually finds and edits the right field.
- Apply a specific correction to identified document fields.
- Cut the manual transfer of review notes into signing documents.
- Keep edits tied to the compliance request that called for them.
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 corrections should be applied.
- 3Choose a webhook trigger that receives the 21risk correction request.
- 4Choose where Notis should send run reports.
- 5Test with one real document and confirmed field identifiers.
Questions about this workflow
What does the request need to include?
It needs to identify the Documenso document and the field changes to apply. Field identifiers must be confirmed before updating.
Can this delete fields?
No. This action updates fields. Use the delete fields action only when the field IDs to remove have been confirmed.
Does this work for every document field?
Use it for fields supported by the Documenso action and provide the intended updated values in the request context.
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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