Confirm which Docupilot account will handle compliance work
Start an account check from a webhook and have Notis return the authenticated Docupilot user details in its report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
When multiple workspaces or accounts are in use, it can be unclear which Docupilot identity is connected before compliance work begins.
- Retrieve details for the authenticated Docupilot user on demand.
- Make account context visible in a Notis run report.
- Reduce uncertainty before starting related document organization.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Docupilot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account confirmation.
- 3Tell Notis to retrieve the authenticated Docupilot user's details and summarize them in the run report.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test by sending one real account confirmation request to the webhook.
Questions about this workflow
Does this verify a 21risk audit or checklist?
No. It retrieves the authenticated Docupilot user's details. It does not inspect 21risk records.
Does this change the Docupilot account?
No. The selected action retrieves account details and does not change the account.
What starts the account check?
A request sent to the configured Notis webhook starts the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docupilot. A trigger fires from one place; an action lands in another.
21risk triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Connect any two apps with Notis in the middle.
21risk and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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