Check template details before you rely on them
Get the current details for a specific template and a focused summary tied to the compliance context you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Starting from an old assumption about a template can create avoidable document rework.
- Review the current details of a specified template
- Bring template information together with provided review context
- Surface questions before someone relies on the template
Setup
Build it in a few focused steps.
- 1Connect 21risk and Documint once in the Notis portal.
- 2Create an automation and describe how to summarize a template's details for the supplied review context.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real example that includes a valid Documint template id and review context.
Questions about this workflow
Where does the template id come from?
Supply the Documint template id in the webhook request. The listed action retrieves a template by id.
Will this change the template?
No. It retrieves template details for review; it does not update the template.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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
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