Keep compliance signatures from slipping through
Give signing status a regular review point so pending documents are easier to spot and follow up on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
Why this helps
When signature status lives apart from compliance work, pending documents can go unnoticed until an audit or deadline.
- Review Docuseal submissions at a predictable cadence.
- Use available 21risk context to identify compliance-related follow-ups.
- Send a concise run report to the channel where your team tracks work.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Docuseal once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to list Docuseal submissions, compare them with available 21risk compliance context, and report relevant signing follow-ups.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check that the report identifies the right follow-up.
Questions about this workflow
Does this workflow update submission status?
No. The selected action lists submissions, allowing Notis to review and report status for follow-up.
Can it tell which submissions belong to a 21risk task?
It can make that connection only when identifying information is available in the returned data or supplied in your instruction.
How often should it run?
Choose a schedule that fits your review rhythm and the deadlines your team manages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docuseal. A trigger fires from one place; an action lands in another.
21risk triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Create Template from HTML
Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
21risk and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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