Find compliance owners in your CRM
Know who already has a relationship record before you follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search People
Tool to retrieve people matching search criteria. use when you need to find specific contacts by name, email, or phone after authenticating with your api key.
Why this helps
Teams waste time searching manually for people who already exist under different details.
- Surface matching contacts quickly
- Identify owners missing from the CRM
- Give founders a concise exception list
Setup
Build it in a few focused steps.
- 1Connect 21risk and Centralstationcrm in Notis once.
- 2Create an automation that says: read current 21risk action owners, search Centralstationcrm for each, and report matches plus missing people.
- 3Choose a recurring Notis cron schedule.
- 4Pick where reports go and test with one owner list.
Questions about this workflow
Can it search by email?
Yes. Instruct Notis to use email first, then name when email is unavailable.
Does it create contacts?
No. This workflow only searches and reports results.
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.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
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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No card. Works with personal or business Centralstationcrm.