Carry approved policy changes into your template
Provide the policy update and the exact template to revise, then keep the compliance document process moving with a focused run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Why this helps
Approved policy changes can get lost between the decision and the template that people use.
- Bring an approved policy change to a specified template
- Retrieve current template details before updating
- Keep a run report of the requested change
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documint once in the Notis portal.
- 2Create an automation and describe how to retrieve the specified template and apply only the approved revisions supplied in the webhook.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real example, including the template id and approved changes.
Questions about this workflow
Does this detect policy changes in 21risk automatically?
No. 21risk has no trigger events listed here. Start the workflow with a webhook that supplies the policy change and approved revisions.
Will Notis decide what wording to change?
The request should supply the approved revisions. Do not rely on the workflow to invent policy language or infer missing requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Documint. A trigger fires from one place; an action lands in another.
21risk triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Connect any two apps with Notis in the middle.
21risk and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.