Connect 21risk to Better proposals
When something happens in 21risk, Notis takes the next step in Better proposals. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from 21risk to Better proposals
Review proposals during a 21risk compliance check
When a 21risk review starts, retrieve the current Better Proposals pipeline so the team can spot commercial work affected by compliance findings.
Check new proposals against 21risk work
On a schedule, review 21risk compliance activity and retrieve newly created Better Proposals for timely triage.
Follow up on opened proposals with risk context
When a 21risk task calls for client follow-up, retrieve opened Better Proposals so the next action is based on actual recipient activity.
Review sent proposals during weekly risk operations
Run a weekly 21risk review and retrieve sent Better Proposals to identify commercial work that needs a compliance-aware next step.
Check signed proposals before closing 21risk work
When a 21risk closeout request arrives, retrieve signed Better Proposals to confirm which client commitments are already documented.
Audit opened proposals with monthly risk reviews
On a monthly schedule, review 21risk compliance activity and retrieve opened proposals for a focused engagement audit.
Check proposal settings during 21risk reviews
When a 21risk review starts, retrieve Better Proposals account settings so the review includes current currency, tax, and timezone context.
Review proposal brand settings with quarterly risk work
Run a quarterly 21risk review and retrieve Better Proposals brand settings to keep proposal presentation aligned with approved operating standards.
Find proposal templates for a 21risk request
When a 21risk action requires a client-facing document, retrieve Better Proposals templates so the team can select an approved starting point.
Supported Triggers and Actions
Notis builds workflows that link 21risk to Better proposals. A trigger fires from one place; an action lands in another.
21risk triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect 21risk and Better proposals
Connect any two apps with Notis in the middle.
21risk and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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