Keep your compliance template catalog current
Get a recurring view of the templates available for your 21risk compliance work, without opening another app to 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 all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Template inventories go stale when nobody remembers to review them.
- See the current list of available templates
- Receive a repeatable inventory for review
- Keep template oversight off your mental checklist
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 the Documint template list for your compliance work.
- 3Pick a recurring schedule trigger and choose where run reports should go.
- 4Test with one real example and confirm the catalog is useful.
Questions about this workflow
Does the schedule inspect 21risk audits automatically?
No. This workflow uses a Notis schedule and lists Documint templates. The source app exposes no trigger events in this setup.
Can it remove outdated templates?
No. This workflow only lists templates. Deleting a template is a separate permanent action and is not part of this catalog workflow.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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