Fetch company context for risk briefings
Start every briefing with a shared view of the organization involved.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Company
Tool to retrieve details of a specific company by id. use after confirming the company id.
Why this helps
Briefings lose momentum when company context is spread across systems.
- Create consistent briefing inputs
- Reduce manual lookups
- Help reviewers focus on decisions
Setup
Build it in a few focused steps.
- 1Connect 21risk and Centralstationcrm in Notis once.
- 2Create an automation that says: retrieve the specified company and summarize the details needed for the 21risk briefing.
- 3Choose a Notis webhook trigger.
- 4Select a report channel and test with one briefing payload.
Questions about this workflow
What identifies the company?
Provide the confirmed company id or a reliable identifier in the webhook.
Does it update the company?
No. It only retrieves details for the briefing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Centralstationcrm. A trigger fires from one place; an action lands in another.
21risk triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
21risk and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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