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Refresh the roster behind recurring compliance work

Start each review with the contacts currently in the Campayn list.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Contacts

Tool to retrieve all contacts in a specified list. use when you need to fetch list contacts after confirming list id.

Why this helps

Recurring checklists rely on stale rosters when nobody refreshes the audience.

  • Refreshes the current contact roster
  • Supports recurring checklist reviews
  • Highlights missing or changed details

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Campayn once in Notis.
  • 2Create an automation that retrieves the specified Campayn list contacts and summarizes them for the supplied 21risk checklist.
  • 3Pick a notis_cron schedule.
  • 4Choose where run reports should go.
  • 5Test with one real recurring review.

Questions about this workflow

Does this modify contacts?

No. It retrieves the list contacts and summarizes the result.

Can it compare with last time?

Provide a prior roster or baseline if you want a change comparison.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Campayn. A trigger fires from one place; an action lands in another.

21risk triggers

Campayn actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Contact

Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Contact

Tool to delete a specific contact. use when you need to remove a contact permanently after confirming it should be deleted. example: "delete contact 123".

ActionInstant

Delete List

Tool to delete a specific contact list. use when cleaning up unused lists after confirming they are no longer needed. example: "delete list 123".

ActionInstant

Delete webform

Tool to delete a specific webform. use when removing outdated or unnecessary webforms after confirming they are no longer needed. example: "delete webform 123".

ActionInstant

Get Contact

Tool to retrieve a specific contact by id. use when you need to fetch full contact details after confirming the contact id.

ActionInstant

Get Contacts

Tool to retrieve all contacts in a specified list. use when you need to fetch list contacts after confirming list id.

ActionInstant

Get List

Tool to retrieve a specific contact list by id. use when you need to fetch list details like name, tags, and contact count after knowing the list id.

ActionInstant

Get Lists

Tool to retrieve all contact lists. use when you need to fetch available lists before performing list-specific actions. example prompt: "list all my contact lists".

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Campayn, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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