Keep 21risk audit work organized in Docupilot
Send Notis an audit request and have it confirm your Docupilot account before creating a folder for the work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Audit requests can get lost when compliance follow-up and document organization happen in separate places.
- Create a dedicated folder when an audit request comes in.
- Confirm the authenticated Docupilot identity before organizing work.
- Keep folder creation tied to a clear audit request.
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 give it a name.
- 3Tell Notis to confirm the Docupilot account, then create a folder using the audit name supplied in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real audit request sent to the webhook.
Questions about this workflow
Does this create an audit in 21risk?
No. The webhook starts the automation, and the selected Docupilot action creates a folder. The workflow does not create or update a 21risk audit.
What name will the folder use?
Tell Notis in the instruction to use the audit name included in the incoming request. The request must supply that name.
Does the workflow create documents in the folder?
No. The available Docupilot action creates a folder only.
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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