Inspect deal context before a risk gate
Make approval decisions with the current opportunity record in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deal
Tool to retrieve details of a specific deal by its id. use when you have a confirmed deal id.
Why this helps
Risk gates slow down when deal context must be assembled manually at the last minute.
- Shorten pre-gate preparation
- Reduce decision blind spots
- Give reviewers a consistent deal snapshot
Setup
Build it in a few focused steps.
- 1Connect 21risk and Centralstationcrm in Notis once.
- 2Create an automation that says: retrieve the specified Centralstationcrm deal and summarize its current details alongside the supplied 21risk gate context.
- 3Choose a recurring Notis cron schedule.
- 4Pick a report channel and test with one deal id.
Questions about this workflow
Does it modify the deal?
No. It retrieves the deal for the gate review.
Can it include related records?
Use only related data returned by the deal action or supplied in the source context.
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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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.
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Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
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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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